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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,128,481 | +2.3% | 169,555 | +5.2% | 3.00% | +4.8% |
| Q2 2023 | $7,946,195 | -0.3% | 161,246 | +2.0% | 2.87% | -3.4% |
| Q1 2023 | $7,968,714 | +101025.8% | 158,015 | -1.3% | 2.97% | -20.6% |
| Q4 2022 | $7,880 | -99.9% | 160,061 | -3.9% | 3.74% | -1.5% |
| Q3 2022 | $8,187,000 | -6.5% | 166,612 | +10.7% | 3.79% | -2.8% |
| Q4 2020 | $8,760,000 | +12.0% | 150,460 | +12.9% | 3.90% | -0.4% |
| Q3 2020 | $7,824,000 | +9.6% | 133,325 | +9.8% | 3.92% | -23.2% |
| Q1 2020 | $7,136,000 | -8.9% | 121,408 | -14.4% | 5.10% | +10.0% |
| Q3 2019 | $7,833,000 | +4.6% | 141,910 | +4.1% | 4.64% | -2.5% |
| Q2 2019 | $7,485,000 | +4.8% | 136,321 | +1.0% | 4.75% | -12.2% |
| Q4 2018 | $7,145,000 | +3.9% | 134,934 | +1.7% | 5.41% | +24.0% |
| Q3 2018 | $6,875,000 | -3.4% | 132,739 | -2.4% | 4.36% | -12.7% |
| Q2 2018 | $7,117,000 | -4.1% | 136,010 | -3.8% | 5.00% | -8.5% |
| Q1 2018 | $7,425,000 | +1.8% | 141,324 | +3.3% | 5.47% | -0.2% |
| Q4 2017 | $7,294,000 | – | 136,791 | – | 5.48% | – |
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% |