SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $200,000 | -2.9% | 3,867 | +0.1% | 0.10% | -4.7% |
| Q1 2022 | $206,000 | -5.1% | 3,865 | 0.0% | 0.11% | -15.2% |
| Q4 2021 | $217,000 | -42.6% | 3,865 | -42.1% | 0.12% | -59.7% |
| Q3 2021 | $378,000 | -0.3% | 6,671 | 0.0% | 0.31% | -3.7% |
| Q2 2021 | $379,000 | -7.6% | 6,671 | -8.2% | 0.32% | -31.2% |
| Q1 2021 | $410,000 | -51.5% | 7,270 | -49.9% | 0.47% | -49.3% |
| Q4 2020 | $845,000 | -80.7% | 14,510 | -80.5% | 0.92% | -51.7% |
| Q3 2020 | $4,378,000 | +20.5% | 74,542 | +20.8% | 1.91% | -25.2% |
| Q2 2020 | $3,632,000 | -41.4% | 61,701 | -41.5% | 2.55% | -33.1% |
| Q1 2020 | $6,197,000 | -50.0% | 105,428 | -53.3% | 3.82% | +5.2% |
| Q4 2019 | $12,396,000 | +2.0% | 225,573 | +3.2% | 3.63% | -3.4% |
| Q3 2019 | $12,147,000 | +1.4% | 218,510 | +0.3% | 3.75% | +2.6% |
| Q2 2019 | $11,974,000 | +3.2% | 217,835 | +1.0% | 3.66% | +1.2% |
| Q1 2019 | $11,598,000 | -0.5% | 215,632 | -2.0% | 3.62% | -8.4% |
| Q4 2018 | $11,651,000 | -3.2% | 220,141 | -5.3% | 3.95% | +9.4% |
| Q3 2018 | $12,037,000 | +1.7% | 232,430 | +2.7% | 3.61% | -1.3% |
| Q2 2018 | $11,839,000 | +21.8% | 226,222 | +22.4% | 3.65% | +19.0% |
| Q1 2018 | $9,718,000 | +58.3% | 184,825 | +60.5% | 3.07% | +53.7% |
| Q4 2017 | $6,140,000 | – | 115,134 | – | 2.00% | – |
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% |