SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,033 | -1.9% | 21,131 | +0.8% | 0.06% | 0.0% |
| Q2 2023 | $1,033,100 | -1.6% | 20,963 | +0.7% | 0.06% | -7.6% |
| Q1 2023 | $1,049,384 | +2.9% | 20,809 | +0.5% | 0.07% | -10.8% |
| Q4 2022 | $1,019,389 | -0.7% | 20,707 | -0.9% | 0.07% | -10.8% |
| Q3 2022 | $1,027,000 | -99.9% | 20,900 | +0.6% | 0.08% | +1.2% |
| Q2 2022 | $1,072,553,000 | +107262.7% | 20,785 | +10.7% | 0.08% | +22.4% |
| Q1 2022 | $999,000 | -5.0% | 18,773 | +0.2% | 0.07% | -1.5% |
| Q4 2021 | $1,052,000 | -0.7% | 18,742 | +0.3% | 0.07% | -9.3% |
| Q3 2021 | $1,059,000 | +2.0% | 18,683 | +2.3% | 0.08% | -9.6% |
| Q2 2021 | $1,038,000 | +1.1% | 18,264 | +0.3% | 0.08% | -3.5% |
| Q1 2021 | $1,027,000 | -2.9% | 18,216 | +0.2% | 0.09% | -25.9% |
| Q4 2020 | $1,058,000 | – | 18,185 | – | 0.12% | – |
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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% |