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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $21 | -99.9% | 437 | -18.2% | 0.00% | – |
| Q3 2022 | $25,000 | -16.7% | 534 | -11.3% | 0.00% | – |
| Q2 2022 | $30,000 | -38.8% | 602 | -35.5% | 0.00% | – |
| Q1 2022 | $49,000 | +104.2% | 933 | +113.5% | 0.00% | – |
| Q4 2021 | $24,000 | -27.3% | 437 | -26.1% | 0.00% | – |
| Q3 2021 | $33,000 | -29.8% | 591 | -29.8% | 0.00% | – |
| Q2 2021 | $47,000 | +2.2% | 842 | +2.1% | 0.00% | – |
| Q1 2021 | $46,000 | +84.0% | 825 | +88.8% | 0.00% | – |
| Q4 2020 | $25,000 | 0.0% | 437 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | -3.8% | 437 | 0.0% | 0.00% | – |
| Q2 2020 | $26,000 | 0.0% | 437 | 0.0% | 0.00% | – |
| Q1 2020 | $26,000 | +8.3% | 437 | 0.0% | 0.00% | – |
| Q4 2019 | $24,000 | 0.0% | 437 | 0.0% | 0.00% | – |
| Q3 2019 | $24,000 | 0.0% | 437 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | – | 437 | – | 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% |