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 | $10,607 | -26.9% | 221,251 | -24.8% | 1.59% | -32.6% |
| Q2 2023 | $14,502 | -69.2% | 294,275 | -68.5% | 2.35% | -66.5% |
| Q1 2023 | $47,110 | -99.9% | 934,158 | +49.8% | 7.02% | +13.8% |
| Q2 2022 | $32,183,000 | -51.3% | 623,704 | -49.7% | 6.17% | -49.4% |
| Q1 2022 | $66,070,000 | -6.3% | 1,240,757 | -1.2% | 12.19% | +14.1% |
| Q4 2021 | $70,496,000 | +168.1% | 1,255,720 | +170.8% | 10.69% | +140.3% |
| Q3 2021 | $26,297,000 | -0.3% | 463,718 | 0.0% | 4.45% | +49.0% |
| Q2 2021 | $26,372,000 | +27.4% | 463,718 | +26.4% | 2.99% | +43.8% |
| Q1 2021 | $20,699,000 | +10.2% | 366,944 | +13.7% | 2.08% | -1.6% |
| Q4 2020 | $18,782,000 | -9.8% | 322,597 | -9.0% | 2.11% | -18.5% |
| Q3 2020 | $20,812,000 | -4.8% | 354,676 | -4.7% | 2.59% | -14.2% |
| Q2 2020 | $21,872,000 | -25.4% | 372,096 | -25.4% | 3.02% | -43.9% |
| Q1 2020 | $29,315,000 | -35.5% | 498,723 | -39.7% | 5.38% | -32.1% |
| Q4 2019 | $45,451,000 | +17.2% | 827,430 | +18.5% | 7.93% | -27.4% |
| Q3 2019 | $38,789,000 | +358.2% | 698,144 | +349.2% | 10.92% | +318.7% |
| Q2 2019 | $8,466,000 | – | 155,432 | – | 2.61% | – |
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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% |