SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,453,983 | -1.6% | 530,955 | +1.2% | 5.37% | +1.6% |
| Q2 2023 | $25,865,890 | +2.0% | 524,876 | +4.4% | 5.29% | -2.4% |
| Q1 2023 | $25,357,768 | +11.7% | 502,831 | +9.1% | 5.42% | +4.7% |
| Q4 2022 | $22,692,175 | +11.7% | 460,942 | +11.5% | 5.17% | -7.1% |
| Q3 2022 | $20,311,000 | -4.7% | 413,326 | +0.1% | 5.57% | -2.8% |
| Q2 2022 | $21,305,000 | +316.1% | 412,886 | +329.4% | 5.73% | +146.0% |
| Q1 2022 | $5,120,000 | -36.5% | 96,148 | -33.1% | 2.33% | +2.6% |
| Q4 2021 | $8,064,000 | +1.7% | 143,637 | +2.7% | 2.27% | -14.8% |
| Q3 2021 | $7,931,000 | -0.1% | 139,857 | +0.2% | 2.67% | -7.5% |
| Q2 2021 | $7,938,000 | +4.4% | 139,574 | +3.5% | 2.88% | -12.2% |
| Q1 2021 | $7,604,000 | +6.5% | 134,802 | +9.9% | 3.28% | +2.0% |
| Q4 2020 | $7,142,000 | +10.2% | 122,672 | +11.0% | 3.22% | -4.0% |
| Q3 2020 | $6,483,000 | +7.4% | 110,476 | +7.6% | 3.35% | +0.9% |
| Q2 2020 | $6,037,000 | +9.9% | 102,707 | +9.9% | 3.32% | -7.2% |
| Q1 2020 | $5,493,000 | -11.7% | 93,443 | -17.5% | 3.58% | +11.6% |
| Q4 2019 | $6,223,000 | -0.1% | 113,291 | +1.1% | 3.21% | -4.7% |
| Q3 2019 | $6,227,000 | +2.5% | 112,086 | +1.4% | 3.37% | +1.9% |
| Q2 2019 | $6,075,000 | +3.2% | 110,530 | +1.0% | 3.31% | +1.2% |
| Q1 2019 | $5,884,000 | -0.5% | 109,416 | -2.0% | 3.27% | -11.7% |
| Q4 2018 | $5,914,000 | -9.1% | 111,696 | -11.1% | 3.70% | +2.3% |
| Q3 2018 | $6,504,000 | +4.3% | 125,584 | +5.4% | 3.62% | -0.2% |
| Q2 2018 | $6,237,000 | +1.2% | 119,181 | +1.8% | 3.63% | -0.9% |
| Q1 2018 | $6,160,000 | +6.3% | 117,127 | +7.8% | 3.66% | +8.9% |
| Q4 2017 | $5,793,000 | +17.3% | 108,642 | +18.6% | 3.36% | +11.7% |
| Q3 2017 | $4,938,000 | +2.0% | 91,576 | +2.1% | 3.01% | -8.8% |
| Q2 2017 | $4,843,000 | +3.5% | 89,728 | +2.8% | 3.30% | -0.0% |
| Q1 2017 | $4,680,000 | +24.1% | 87,290 | +23.5% | 3.30% | +17.9% |
| Q4 2016 | $3,771,000 | +2.8% | 70,689 | +7.1% | 2.80% | +0.5% |
| Q3 2016 | $3,667,000 | +7.5% | 66,005 | +8.3% | 2.78% | +0.0% |
| Q2 2016 | $3,411,000 | -43.6% | 60,950 | -44.3% | 2.78% | +11.2% |
| Q1 2016 | $6,046,000 | +144.4% | 109,468 | +137.1% | 2.50% | +17.8% |
| Q4 2015 | $2,474,000 | – | 46,164 | – | 2.12% | – |
Download | ||||||
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% |