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 | ||||
---|---|---|---|---|---|---|
Q2 2021 | $740,000 | +0.3% | 13,010 | +0.0% | 0.13% | -4.3% |
Q1 2021 | $738,000 | -5.7% | 13,007 | -4.0% | 0.14% | -29.2% |
Q4 2020 | $783,000 | -4.2% | 13,555 | -2.6% | 0.20% | -27.5% |
Q3 2020 | $817,000 | +118.4% | 13,916 | +118.5% | 0.27% | +88.1% |
Q2 2020 | $374,000 | +67.0% | 6,369 | +66.9% | 0.14% | +15.3% |
Q1 2020 | $224,000 | – | 3,815 | – | 0.12% | – |
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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% |