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 | $5,001 | -93.3% | 104 | -93.1% | 0.00% | -100.0% |
| Q2 2023 | $74,659 | -2.3% | 1,515 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $76,401 | -62.9% | 1,515 | -63.8% | 0.00% | -66.7% |
| Q4 2022 | $205,929 | +1484.1% | 4,183 | +1515.1% | 0.01% | +800.0% |
| Q2 2022 | $13,000 | -7.1% | 259 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | – | 259 | +12850.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 2 | -85.7% | 0.00% | – |
| Q2 2019 | $1,000 | -97.8% | 14 | -98.4% | 0.00% | -100.0% |
| Q1 2019 | $46,000 | +2.2% | 856 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $45,000 | +7.1% | 856 | +6.7% | 0.01% | +20.0% |
| Q3 2018 | $42,000 | +2.4% | 802 | +1.8% | 0.01% | -16.7% |
| Q2 2018 | $41,000 | 0.0% | 788 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $41,000 | -2.4% | 788 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $42,000 | 0.0% | 788 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $42,000 | -2.3% | 788 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $43,000 | -48.8% | 788 | -50.0% | 0.01% | 0.0% |
| Q1 2017 | $84,000 | +140.0% | 1,576 | +139.2% | 0.01% | 0.0% |
| Q4 2016 | $35,000 | – | 659 | – | 0.01% | – |
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% |