SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,925 | +2.4% | 10,407 | +5.3% | 0.02% | 0.0% |
| Q2 2023 | $487,104 | +5.0% | 9,884 | +7.5% | 0.02% | -3.8% |
| Q1 2023 | $463,857 | -11.0% | 9,198 | -13.1% | 0.03% | -21.2% |
| Q4 2022 | $520,995 | -7.0% | 10,583 | -7.1% | 0.03% | -23.3% |
| Q3 2022 | $560,000 | +17.2% | 11,390 | +22.9% | 0.04% | +2.4% |
| Q2 2022 | $478,000 | -3.0% | 9,268 | +0.1% | 0.04% | +13.5% |
| Q1 2022 | $493,000 | -6.8% | 9,262 | -1.7% | 0.04% | -5.1% |
| Q4 2021 | $529,000 | -1.3% | 9,419 | -0.3% | 0.04% | -11.4% |
| Q3 2021 | $536,000 | -14.9% | 9,450 | -14.7% | 0.04% | +10.0% |
| Q2 2021 | $630,000 | +4.1% | 11,074 | +3.3% | 0.04% | -9.1% |
| Q1 2021 | $605,000 | -5.0% | 10,719 | -2.0% | 0.04% | -17.0% |
| Q4 2020 | $637,000 | -2.0% | 10,942 | -1.2% | 0.05% | -18.5% |
| Q3 2020 | $650,000 | +6.0% | 11,074 | +6.1% | 0.06% | -22.6% |
| Q2 2020 | $613,000 | -1.0% | 10,435 | -0.9% | 0.08% | -5.6% |
| Q1 2020 | $619,000 | +1.3% | 10,526 | -5.4% | 0.09% | +23.6% |
| Q4 2019 | $611,000 | +1.2% | 11,131 | +2.3% | 0.07% | -12.2% |
| Q3 2019 | $604,000 | +44.8% | 10,876 | +43.4% | 0.08% | +34.4% |
| Q2 2019 | $417,000 | +3.2% | 7,586 | +1.1% | 0.06% | -9.0% |
| Q1 2019 | $404,000 | +4.4% | 7,507 | +2.6% | 0.07% | -9.5% |
| Q4 2018 | $387,000 | +10.9% | 7,315 | +8.5% | 0.07% | -1.3% |
| Q3 2018 | $349,000 | +49.8% | 6,741 | +51.4% | 0.08% | +25.0% |
| Q2 2018 | $233,000 | – | 4,451 | – | 0.06% | – |
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% |