SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,134 | -65.1% | 6,866 | -64.1% | 0.03% | -62.5% |
| Q2 2023 | $943,332 | -3.8% | 19,142 | -1.6% | 0.08% | -7.0% |
| Q1 2023 | $980,861 | -0.2% | 19,450 | -0.4% | 0.09% | +1.2% |
| Q4 2022 | $982,617 | -12.2% | 19,527 | -14.3% | 0.08% | -26.1% |
| Q3 2022 | $1,119,000 | -15.4% | 22,776 | -11.2% | 0.12% | -10.9% |
| Q2 2022 | $1,323,000 | -9.1% | 25,647 | -6.2% | 0.13% | +2.4% |
| Q1 2022 | $1,456,000 | -3.7% | 27,350 | +1.5% | 0.13% | -1.6% |
| Q4 2021 | $1,512,000 | +8.7% | 26,938 | +9.8% | 0.13% | +1.6% |
| Q3 2021 | $1,391,000 | -12.6% | 24,534 | -12.3% | 0.13% | -14.3% |
| Q2 2021 | $1,591,000 | +2.8% | 27,980 | +2.0% | 0.15% | -3.9% |
| Q1 2021 | $1,547,000 | +245.3% | 27,429 | +256.4% | 0.15% | +125.0% |
| Q4 2020 | $448,000 | -71.3% | 7,696 | -71.0% | 0.07% | -63.4% |
| Q3 2020 | $1,559,000 | -99.9% | 26,578 | +9.7% | 0.19% | +3.3% |
| Q2 2020 | $1,424,397,000 | +96797.8% | 24,232 | -3.1% | 0.18% | -19.3% |
| Q1 2020 | $1,470,000 | +6.9% | 25,009 | -0.1% | 0.22% | +25.3% |
| Q4 2019 | $1,375,000 | -1.8% | 25,040 | +0.1% | 0.18% | -8.2% |
| Q3 2019 | $1,400,000 | +3.0% | 25,010 | +1.1% | 0.19% | +2.1% |
| Q2 2019 | $1,359,000 | +2.8% | 24,745 | +0.6% | 0.19% | -2.1% |
| Q1 2019 | $1,322,000 | – | 24,595 | – | 0.19% | – |
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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% |