SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,579,184 | +4.9% | 32,941 | +7.8% | 0.01% | +9.1% |
Q2 2023 | $1,505,230 | +0.9% | 30,544 | +3.3% | 0.01% | -26.7% |
Q1 2023 | $1,491,571 | -7.8% | 29,577 | -10.0% | 0.02% | -25.0% |
Q4 2022 | $1,618,124 | -22.5% | 32,868 | -22.7% | 0.02% | -23.1% |
Q3 2022 | $2,089,000 | +42.9% | 42,513 | +50.0% | 0.03% | +36.8% |
Q2 2022 | $1,462,000 | +8.7% | 28,345 | +12.2% | 0.02% | +26.7% |
Q1 2022 | $1,345,000 | +24.2% | 25,274 | +23.6% | 0.02% | -86.0% |
Q4 2018 | $1,083,000 | – | 20,455 | – | 0.11% | – |
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% |