SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,263,000 | +0.2% | 22,202 | -0.0% | 0.08% | +90.9% |
| Q1 2021 | $1,261,000 | +0.2% | 22,208 | +2.8% | 0.04% | -18.5% |
| Q4 2020 | $1,258,000 | -2.3% | 21,609 | -1.6% | 0.05% | -15.6% |
| Q3 2020 | $1,288,000 | -0.1% | 21,954 | +0.1% | 0.06% | -9.9% |
| Q2 2020 | $1,289,000 | +2.2% | 21,937 | +2.3% | 0.07% | -23.7% |
| Q1 2020 | $1,261,000 | -7.6% | 21,445 | -13.7% | 0.09% | -10.6% |
| Q4 2019 | $1,365,000 | -0.8% | 24,844 | +0.3% | 0.10% | -8.8% |
| Q3 2019 | $1,376,000 | +74.0% | 24,771 | +68.3% | 0.11% | +29.5% |
| Q1 2019 | $791,000 | +4.2% | 14,716 | +2.7% | 0.09% | -18.5% |
| Q4 2018 | $759,000 | – | 14,329 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |