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 | $8,892,895 | +7.7% | 185,501 | +10.7% | 5.31% | +25.4% |
| Q2 2023 | $8,256,582 | +12.6% | 167,544 | +15.3% | 4.23% | +5.2% |
| Q1 2023 | $7,329,825 | -79.5% | 145,347 | -79.9% | 4.02% | -80.5% |
| Q4 2022 | $35,677,713 | -11.0% | 724,715 | -11.2% | 20.61% | -14.3% |
| Q3 2022 | $40,104,000 | -6.7% | 816,115 | -2.0% | 24.04% | -5.5% |
| Q2 2022 | $42,988,000 | -1.3% | 833,104 | +1.9% | 25.44% | +3.0% |
| Q1 2022 | $43,542,000 | +3.0% | 817,695 | +8.5% | 24.71% | +3.4% |
| Q4 2021 | $42,294,000 | +15.5% | 753,370 | +16.7% | 23.90% | +0.8% |
| Q3 2021 | $36,611,000 | +5.7% | 645,574 | +6.0% | 23.72% | +5.4% |
| Q2 2021 | $34,629,000 | +46.1% | 608,920 | +44.9% | 22.49% | +28.4% |
| Q1 2021 | $23,701,000 | +40.1% | 420,162 | +44.6% | 17.52% | +40.8% |
| Q4 2020 | $16,912,000 | -42.2% | 290,480 | -41.8% | 12.44% | -45.9% |
| Q3 2020 | $29,284,000 | -21.6% | 499,043 | -21.5% | 22.98% | -11.1% |
| Q2 2020 | $37,336,000 | +249.9% | 635,614 | +250.1% | 25.85% | +180.6% |
| Q1 2020 | $10,671,000 | +30.2% | 181,540 | +21.7% | 9.21% | +42.3% |
| Q4 2019 | $8,193,000 | – | 149,153 | – | 6.47% | – |
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% |