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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $285,000 | +32.6% | 5,347 | +40.1% | 0.02% | -9.5% |
| Q1 2021 | $215,000 | -23.5% | 3,816 | -20.9% | 0.02% | -36.4% |
| Q4 2020 | $281,000 | 0.0% | 4,827 | +0.6% | 0.03% | -10.8% |
| Q3 2020 | $281,000 | -61.1% | 4,797 | -60.9% | 0.04% | -64.4% |
| Q2 2020 | $722,000 | -47.3% | 12,277 | -47.3% | 0.10% | -51.9% |
| Q1 2020 | $1,369,000 | -29.5% | 23,291 | -34.2% | 0.22% | -15.3% |
| Q4 2019 | $1,943,000 | -82.0% | 35,375 | -81.8% | 0.26% | -84.2% |
| Q3 2019 | $10,787,000 | +201.1% | 194,157 | +197.8% | 1.62% | +186.2% |
| Q2 2019 | $3,583,000 | +54.0% | 65,190 | +50.7% | 0.56% | +7.4% |
| Q1 2019 | $2,327,000 | +169.0% | 43,261 | +164.8% | 0.53% | +111.2% |
| Q4 2018 | $865,000 | +6.4% | 16,335 | +4.1% | 0.25% | +17.5% |
| Q3 2018 | $813,000 | +1.8% | 15,696 | +2.8% | 0.21% | -4.9% |
| Q2 2018 | $799,000 | -61.9% | 15,269 | -61.4% | 0.22% | -36.5% |
| Q1 2018 | $2,098,000 | +122.0% | 39,548 | +123.1% | 0.35% | +20.2% |
| Q4 2017 | $945,000 | +2.9% | 17,730 | +4.1% | 0.29% | -3.9% |
| Q3 2017 | $918,000 | +3.8% | 17,030 | +3.9% | 0.30% | +1.0% |
| Q2 2017 | $884,000 | -10.0% | 16,386 | -10.6% | 0.30% | -16.9% |
| Q1 2017 | $982,000 | +294.4% | 18,324 | +292.5% | 0.36% | +244.8% |
| Q4 2016 | $249,000 | – | 4,669 | – | 0.10% | – |
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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% |