SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,799 | -2.9% | 25,914 | +0.1% | 0.08% | -4.5% |
| Q2 2023 | $1,278,732 | -6.5% | 25,901 | -4.4% | 0.09% | -12.7% |
| Q1 2023 | $1,366,956 | +3.2% | 27,106 | +0.7% | 0.10% | -3.8% |
| Q4 2022 | $1,324,582 | +11.5% | 26,906 | +16.8% | 0.11% | -19.1% |
| Q2 2022 | $1,188,000 | +41.6% | 23,030 | +46.2% | 0.13% | +47.2% |
| Q1 2022 | $839,000 | +10387.5% | 15,757 | +10404.7% | 0.09% | +8800.0% |
| Q4 2021 | $8,000 | -80.5% | 150 | -79.1% | 0.00% | -80.0% |
| Q3 2021 | $41,000 | 0.0% | 719 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $41,000 | 0.0% | 719 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $41,000 | -25.5% | 719 | -23.6% | 0.01% | -40.0% |
| Q4 2020 | $55,000 | 0.0% | 941 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $55,000 | – | 941 | – | 0.01% | – |
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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% |