SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,265 | -2.5% | 8,391 | +0.3% | 0.06% | +1.8% |
| Q2 2023 | $412,375 | +43.5% | 8,368 | +46.8% | 0.06% | +30.2% |
| Q1 2023 | $287,401 | +8.6% | 5,699 | +6.0% | 0.04% | -4.4% |
| Q4 2022 | $264,562 | -13.3% | 5,374 | -13.4% | 0.04% | +7.1% |
| Q3 2022 | $305,000 | -5.9% | 6,208 | -1.3% | 0.04% | -36.4% |
| Q2 2022 | $324,000 | -5.5% | 6,290 | -2.4% | 0.07% | +13.8% |
| Q1 2022 | $343,000 | +2.1% | 6,444 | +7.6% | 0.06% | +7.4% |
| Q4 2021 | $336,000 | +10.9% | 5,987 | +12.0% | 0.05% | -8.5% |
| Q3 2021 | $303,000 | -25.7% | 5,345 | -25.5% | 0.06% | -25.3% |
| Q2 2021 | $408,000 | +24.4% | 7,173 | +23.3% | 0.08% | +3.9% |
| Q1 2021 | $328,000 | -12.5% | 5,817 | -9.7% | 0.08% | -25.5% |
| Q4 2020 | $375,000 | -15.7% | 6,443 | -15.1% | 0.10% | -41.4% |
| Q3 2020 | $445,000 | +15.0% | 7,587 | +15.4% | 0.17% | +24.3% |
| Q2 2020 | $387,000 | +69.0% | 6,577 | +51.9% | 0.14% | +13.8% |
| Q4 2018 | $229,000 | – | 4,330 | – | 0.12% | – |
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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% |