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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,608 | -99.9% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,900,000 | -30.8% | 250 | -28.6% | 0.01% | -9.1% |
| Q1 2022 | $18,637,000 | -5.2% | 350 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $19,649,000 | -37.0% | 350 | -36.4% | 0.01% | -40.0% |
| Q3 2021 | $31,190,000 | -28.6% | 550 | -26.7% | 0.02% | -37.5% |
| Q4 2020 | $43,665,000 | -0.8% | 750 | 0.0% | 0.03% | -13.5% |
| Q3 2020 | $44,010,000 | -0.2% | 750 | 0.0% | 0.04% | -11.9% |
| Q2 2020 | $44,085,000 | 0.0% | 750 | 0.0% | 0.04% | -14.3% |
| Q1 2020 | $44,085,000 | +7.0% | 750 | 0.0% | 0.05% | +53.1% |
| Q4 2019 | $41,197,000 | -1.1% | 750 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $41,670,000 | -10.8% | 750 | -11.8% | 0.03% | -20.0% |
| Q2 2019 | $46,716,000 | – | 850 | – | 0.04% | – |
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% |