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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,071 | -2.7% | 3,485 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $171,741 | -2.3% | 3,485 | 0.0% | 0.08% | -9.4% |
| Q1 2023 | $175,749 | +2.4% | 3,485 | 0.0% | 0.08% | -3.4% |
| Q4 2022 | $171,567 | +308.5% | 3,485 | +311.0% | 0.09% | +282.6% |
| Q3 2022 | $42,000 | +82.6% | 848 | +88.0% | 0.02% | +91.7% |
| Q2 2022 | $23,000 | -4.2% | 451 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $24,000 | -4.0% | 451 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | -3.8% | 451 | 0.0% | 0.01% | -15.4% |
| Q3 2021 | $26,000 | 0.0% | 451 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 451 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $25,000 | -3.8% | 451 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $26,000 | -3.7% | 451 | -1.5% | 0.02% | -16.7% |
| Q3 2020 | $27,000 | 0.0% | 458 | 0.0% | 0.02% | -10.0% |
| Q2 2020 | $27,000 | 0.0% | 458 | +0.2% | 0.02% | -16.7% |
| Q1 2020 | $27,000 | – | 457 | +7516.7% | 0.02% | – |
| Q4 2019 | $0 | – | 6 | – | 0.00% | – |
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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% |