SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,068,807 | -26.1% | 22,295 | -24.1% | 0.75% | -29.7% |
| Q2 2023 | $1,447,022 | -8.1% | 29,363 | -5.9% | 1.06% | -11.1% |
| Q1 2023 | $1,574,396 | -14.4% | 31,219 | -16.4% | 1.20% | -18.2% |
| Q4 2022 | $1,839,000 | -45.9% | 37,365 | -46.0% | 1.46% | -51.7% |
| Q3 2022 | $3,401,000 | -8.4% | 69,203 | -3.8% | 3.02% | -0.9% |
| Q2 2022 | $3,713,000 | +11.3% | 71,965 | +14.8% | 3.05% | +24.2% |
| Q1 2022 | $3,337,000 | -11.3% | 62,674 | -6.5% | 2.46% | -5.9% |
| Q4 2021 | $3,763,000 | +8.0% | 67,027 | +9.1% | 2.61% | +2.8% |
| Q3 2021 | $3,483,000 | +21.1% | 61,417 | +21.4% | 2.54% | +18.1% |
| Q2 2021 | $2,876,000 | -20.1% | 50,573 | -20.8% | 2.15% | -28.4% |
| Q1 2021 | $3,600,000 | -22.2% | 63,823 | -19.7% | 3.00% | -24.3% |
| Q4 2020 | $4,627,000 | +5.2% | 79,471 | +6.0% | 3.97% | -10.3% |
| Q3 2020 | $4,398,000 | +9.4% | 74,945 | +9.6% | 4.43% | -5.8% |
| Q2 2020 | $4,019,000 | +62.1% | 68,374 | +62.1% | 4.70% | +41.4% |
| Q1 2020 | $2,480,000 | +61.8% | 42,186 | +51.2% | 3.32% | +107.4% |
| Q4 2019 | $1,533,000 | -1.3% | 27,900 | -0.2% | 1.60% | -12.5% |
| Q3 2019 | $1,553,000 | -13.6% | 27,960 | -14.5% | 1.83% | -18.7% |
| Q2 2019 | $1,798,000 | -4.3% | 32,714 | -6.3% | 2.25% | -7.2% |
| Q1 2019 | $1,878,000 | -12.7% | 34,914 | -14.1% | 2.43% | -21.9% |
| Q4 2018 | $2,152,000 | – | 40,650 | – | 3.11% | – |
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% |