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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,000 | -22.2% | 236 | -22.1% | 0.01% | -16.7% |
| Q2 2020 | $18,000 | -80.6% | 303 | -80.9% | 0.01% | -85.0% |
| Q1 2020 | $93,000 | -81.4% | 1,585 | -82.6% | 0.04% | -75.6% |
| Q4 2019 | $501,000 | +21.6% | 9,124 | +22.9% | 0.16% | +12.3% |
| Q3 2019 | $412,000 | +7.6% | 7,422 | +6.4% | 0.15% | +4.3% |
| Q2 2019 | $383,000 | -53.4% | 6,973 | -54.4% | 0.14% | -54.4% |
| Q1 2019 | $822,000 | +5.5% | 15,289 | +3.9% | 0.31% | -5.5% |
| Q4 2018 | $779,000 | – | 14,715 | – | 0.32% | – |
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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% |