SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,538 | -7.4% | 11,171 | -4.8% | 0.18% | -1.1% |
| Q2 2023 | $578,153 | +36.7% | 11,732 | +39.9% | 0.18% | +22.9% |
| Q1 2023 | $422,856 | -16.2% | 8,385 | -18.2% | 0.14% | -12.2% |
| Q4 2022 | $504,755 | +9.3% | 10,253 | +9.0% | 0.16% | +5.8% |
| Q3 2022 | $462,000 | -2.5% | 9,409 | +2.3% | 0.16% | -10.4% |
| Q2 2022 | $474,000 | -9.9% | 9,201 | -6.9% | 0.17% | +9.5% |
| Q1 2022 | $526,000 | +4.4% | 9,880 | +10.1% | 0.16% | -16.4% |
| Q4 2021 | $504,000 | -0.4% | 8,971 | +0.4% | 0.19% | -21.6% |
| Q3 2021 | $506,000 | +30.1% | 8,936 | +30.8% | 0.24% | +40.9% |
| Q2 2021 | $389,000 | +4.3% | 6,832 | +3.4% | 0.17% | -17.8% |
| Q1 2021 | $373,000 | +12.7% | 6,608 | +16.1% | 0.21% | +15.6% |
| Q4 2020 | $331,000 | -99.9% | 5,691 | +0.7% | 0.18% | -23.4% |
| Q3 2020 | $331,542,000 | +119590.3% | 5,650 | +19.8% | 0.24% | -11.3% |
| Q2 2020 | $277,000 | – | 4,715 | – | 0.26% | – |
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% |