SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,562,787 | +26.9% | 169,795 | +23.9% | 5.32% | +20.1% |
| Q4 2022 | $6,748,757 | +1.1% | 137,086 | -0.8% | 4.43% | -0.3% |
| Q3 2022 | $6,677,000 | -5.9% | 138,173 | +2.2% | 4.44% | +1.6% |
| Q2 2022 | $7,098,000 | -0.2% | 135,191 | +1.2% | 4.37% | +8.2% |
| Q1 2022 | $7,112,000 | +80.2% | 133,556 | +90.0% | 4.04% | +82.6% |
| Q4 2021 | $3,946,000 | -55.1% | 70,287 | -54.6% | 2.22% | -57.1% |
| Q3 2021 | $8,780,000 | -14.3% | 154,824 | -14.1% | 5.16% | -15.4% |
| Q2 2021 | $10,246,000 | +4.6% | 180,165 | +4.4% | 6.10% | -0.7% |
| Q1 2021 | $9,796,000 | +5.9% | 172,647 | +8.7% | 6.14% | +11.3% |
| Q4 2020 | $9,251,000 | +21.1% | 158,901 | +22.1% | 5.52% | +4.2% |
| Q3 2020 | $7,639,000 | +55.1% | 130,181 | +55.4% | 5.30% | +28.7% |
| Q2 2020 | $4,924,000 | +53.9% | 83,777 | +53.9% | 4.12% | +27.7% |
| Q1 2020 | $3,199,000 | -56.9% | 54,437 | -59.7% | 3.22% | -50.2% |
| Q4 2019 | $7,421,000 | -6.5% | 135,113 | -5.4% | 6.48% | -33.6% |
| Q3 2019 | $7,938,000 | +3.6% | 142,865 | +2.5% | 9.76% | -1.2% |
| Q2 2019 | $7,659,000 | -23.7% | 139,373 | -25.3% | 9.88% | +7.1% |
| Q1 2019 | $10,034,000 | -39.6% | 186,575 | -40.5% | 9.22% | -57.0% |
| Q4 2018 | $16,601,000 | +1.8% | 313,515 | -0.5% | 21.46% | +88.6% |
| Q3 2018 | $16,313,000 | +466.4% | 314,993 | +472.4% | 11.38% | +472.3% |
| Q2 2018 | $2,880,000 | +38.5% | 55,026 | +39.2% | 1.99% | +41.7% |
| Q1 2018 | $2,079,000 | +3.4% | 39,531 | +4.9% | 1.40% | +14.6% |
| Q4 2017 | $2,010,000 | – | 37,689 | – | 1.22% | – |
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% |