SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,111 | -2.7% | 6,281 | 0.0% | 0.20% | +12.5% |
| Q2 2023 | $309,528 | -6.7% | 6,281 | -4.6% | 0.18% | -13.3% |
| Q1 2023 | $331,880 | +2.4% | 6,581 | 0.0% | 0.20% | -11.7% |
| Q4 2022 | $323,983 | -18.0% | 6,581 | -18.1% | 0.23% | -30.1% |
| Q3 2022 | $395,000 | -4.6% | 8,031 | 0.0% | 0.33% | +0.9% |
| Q2 2022 | $414,000 | -6.3% | 8,031 | -3.3% | 0.33% | +12.4% |
| Q1 2022 | $442,000 | -2.2% | 8,306 | +3.1% | 0.29% | +1.0% |
| Q4 2021 | $452,000 | +3.7% | 8,056 | +4.9% | 0.29% | -3.0% |
| Q3 2021 | $436,000 | +17.8% | 7,681 | +18.1% | 0.30% | +24.9% |
| Q2 2021 | $370,000 | +7.2% | 6,506 | +6.5% | 0.24% | +12.3% |
| Q1 2021 | $345,000 | +67.5% | 6,111 | +62.7% | 0.21% | +44.5% |
| Q4 2019 | $206,000 | -53.4% | 3,757 | -53.3% | 0.15% | -57.8% |
| Q2 2019 | $442,000 | +2.1% | 8,047 | 0.0% | 0.35% | -2.8% |
| Q1 2019 | $433,000 | +24.8% | 8,047 | +20.2% | 0.36% | +28.5% |
| Q4 2018 | $347,000 | 0.0% | 6,697 | 0.0% | 0.28% | +0.4% |
| Q3 2018 | $347,000 | +0.6% | 6,697 | +1.5% | 0.28% | -10.1% |
| Q2 2018 | $345,000 | – | 6,597 | – | 0.31% | – |
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% |