SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,588 | -2.7% | 200 | 0.0% | 0.00% | -100.0% |
Q2 2023 | $9,856 | -2.3% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,086 | +2.4% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $9,846 | +9.4% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,000 | -43.8% | 200 | -38.7% | 0.00% | 0.0% |
Q2 2022 | $16,000 | -33.3% | 326 | -29.1% | 0.00% | 0.0% |
Q1 2022 | $24,000 | +118.2% | 460 | +122.2% | 0.00% | – |
Q4 2021 | $11,000 | -52.2% | 207 | -48.9% | 0.00% | -100.0% |
Q3 2021 | $23,000 | 0.0% | 405 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $23,000 | +4.5% | 405 | +1.8% | 0.00% | 0.0% |
Q1 2021 | $22,000 | 0.0% | 398 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $22,000 | +69.2% | 398 | +76.9% | 0.00% | 0.0% |
Q3 2020 | $13,000 | +18.2% | 225 | +12.5% | 0.00% | 0.0% |
Q2 2020 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $11,000 | -8.3% | 200 | -14.5% | 0.00% | 0.0% |
Q3 2019 | $12,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $12,000 | +20.0% | 234 | +17.0% | 0.00% | 0.0% |
Q1 2019 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $10,000 | -52.4% | 200 | -50.0% | 0.00% | -50.0% |
Q1 2018 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% |
Q4 2016 | $21,000 | -4.5% | 400 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $22,000 | -46.3% | 400 | -46.6% | 0.00% | -50.0% |
Q2 2016 | $41,000 | 0.0% | 749 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $41,000 | – | 749 | – | 0.01% | – |
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% |