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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,000 | -96.0% | 70 | -96.3% | 0.00% | -97.3% |
| Q4 2018 | $101,000 | +140.5% | 1,910 | +136.4% | 0.04% | +117.6% |
| Q3 2018 | $42,000 | +13.5% | 808 | +12.4% | 0.02% | +6.2% |
| Q2 2018 | $37,000 | +2.8% | 719 | +4.1% | 0.02% | +6.7% |
| Q1 2018 | $36,000 | 0.0% | 691 | +0.3% | 0.02% | -6.2% |
| Q4 2017 | $36,000 | +16.1% | 689 | +18.6% | 0.02% | +45.5% |
| Q3 2017 | $31,000 | +29.2% | 581 | +31.2% | 0.01% | -21.4% |
| Q2 2017 | $24,000 | +20.0% | 443 | +17.8% | 0.01% | +16.7% |
| Q1 2017 | $20,000 | – | 376 | – | 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% |