SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,532,358 | +5.2% | 261,381 | +8.2% | 0.02% | -9.5% |
Q2 2023 | $11,910,133 | +1.4% | 241,645 | +3.7% | 0.02% | -4.5% |
Q1 2023 | $11,748,576 | -1.3% | 232,925 | -3.7% | 0.02% | -8.3% |
Q4 2022 | $11,907,632 | -18.6% | 241,854 | -18.7% | 0.02% | -27.3% |
Q3 2022 | $14,621,000 | +12.0% | 297,504 | +17.6% | 0.03% | +13.8% |
Q2 2022 | $13,053,000 | +52.4% | 252,918 | +56.0% | 0.03% | +70.6% |
Q1 2022 | $8,565,000 | +53.4% | 162,092 | +63.0% | 0.02% | +54.5% |
Q4 2021 | $5,582,000 | +55.9% | 99,433 | +57.4% | 0.01% | +57.1% |
Q3 2021 | $3,581,000 | +12.9% | 63,172 | +13.3% | 0.01% | 0.0% |
Q2 2021 | $3,172,000 | -14.6% | 55,757 | -15.3% | 0.01% | -22.2% |
Q1 2021 | $3,714,000 | +16.1% | 65,827 | +19.8% | 0.01% | 0.0% |
Q4 2020 | $3,198,000 | -0.4% | 54,947 | +0.4% | 0.01% | -10.0% |
Q3 2020 | $3,212,000 | -7.2% | 54,731 | -7.0% | 0.01% | -16.7% |
Q2 2020 | $3,460,000 | +64.4% | 58,827 | -90.0% | 0.01% | +33.3% |
Q1 2020 | $2,105,000 | – | 589,840 | – | 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% |