SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,786,992 | -5.0% | 204,151 | -2.4% | 0.35% | -12.9% |
| Q2 2023 | $10,305,781 | -5.0% | 209,127 | -2.8% | 0.40% | -11.4% |
| Q1 2023 | $10,850,832 | -1.9% | 215,166 | -4.2% | 0.46% | -5.0% |
| Q4 2022 | $11,060,928 | -2.6% | 224,679 | -2.8% | 0.48% | -10.9% |
| Q3 2022 | $11,353,000 | -10.3% | 231,040 | -5.8% | 0.54% | -10.9% |
| Q2 2022 | $12,651,000 | -17.4% | 245,174 | -10.1% | 0.60% | -5.0% |
| Q4 2021 | $15,309,000 | -1.2% | 272,687 | -0.2% | 0.64% | -13.2% |
| Q3 2021 | $15,489,000 | +11.4% | 273,133 | +11.5% | 0.73% | +6.8% |
| Q2 2021 | $13,910,000 | -8.1% | 244,989 | -8.6% | 0.69% | -20.1% |
| Q1 2021 | $15,141,000 | +60.0% | 268,179 | +65.0% | 0.86% | +25.5% |
| Q4 2020 | $9,462,000 | -6.9% | 162,517 | -6.2% | 0.68% | -24.7% |
| Q3 2020 | $10,167,000 | +32.5% | 173,268 | +32.7% | 0.91% | +18.5% |
| Q2 2020 | $7,673,000 | +7.2% | 130,537 | +7.2% | 0.77% | -20.5% |
| Q1 2020 | $7,160,000 | -2.0% | 121,812 | -8.4% | 0.97% | +5.5% |
| Q4 2019 | $7,306,000 | +66.8% | 133,000 | +68.7% | 0.92% | +33.1% |
| Q3 2019 | $4,379,000 | +28.7% | 78,819 | +27.3% | 0.69% | +20.5% |
| Q2 2019 | $3,402,000 | +24.2% | 61,893 | +21.5% | 0.57% | +36.9% |
| Q1 2019 | $2,739,000 | +18.1% | 50,934 | +16.2% | 0.42% | -17.6% |
| Q4 2018 | $2,320,000 | +32.5% | 43,816 | +29.6% | 0.51% | +42.5% |
| Q3 2018 | $1,751,000 | +14.1% | 33,818 | +15.3% | 0.36% | -3.3% |
| Q2 2018 | $1,535,000 | +10.0% | 29,338 | +10.5% | 0.37% | +5.8% |
| Q1 2018 | $1,396,000 | +21.1% | 26,554 | +22.8% | 0.35% | -15.8% |
| Q4 2017 | $1,153,000 | +9.3% | 21,619 | +10.5% | 0.41% | -11.2% |
| Q3 2017 | $1,055,000 | +4.6% | 19,565 | +4.7% | 0.46% | -10.6% |
| Q2 2017 | $1,009,000 | +7.7% | 18,688 | +6.9% | 0.52% | -6.7% |
| Q1 2017 | $937,000 | – | 17,484 | – | 0.56% | – |
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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% |