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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $307,654 | +7.6% | 6,101 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $285,989 | -30.6% | 5,809 | -30.7% | 0.00% | -33.3% |
| Q3 2022 | $412,000 | -70.7% | 8,387 | -69.2% | 0.00% | -72.7% |
| Q2 2022 | $1,404,000 | -74.1% | 27,209 | -73.3% | 0.01% | -70.3% |
| Q1 2022 | $5,423,000 | +186.3% | 101,831 | +201.8% | 0.04% | +184.6% |
| Q4 2021 | $1,894,000 | -51.7% | 33,739 | -51.2% | 0.01% | -59.4% |
| Q3 2021 | $3,922,000 | -65.8% | 69,151 | -65.7% | 0.03% | -68.0% |
| Q2 2021 | $11,462,000 | -10.7% | 201,544 | -11.5% | 0.10% | -23.1% |
| Q1 2021 | $12,840,000 | +8.5% | 227,618 | +12.0% | 0.13% | -3.0% |
| Q4 2020 | $11,834,000 | +16.6% | 203,259 | +17.6% | 0.13% | -7.6% |
| Q3 2020 | $10,146,000 | +89.4% | 172,897 | +89.8% | 0.14% | +74.7% |
| Q2 2020 | $5,356,000 | +1600.3% | 91,111 | +1489.2% | 0.08% | +1085.7% |
| Q4 2019 | $315,000 | – | 5,733 | – | 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% |