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 | ||||
---|---|---|---|---|---|---|
Q2 2021 | $368,000 | +11.9% | 6,464 | +10.8% | 0.03% | 0.0% |
Q1 2021 | $329,000 | -23.0% | 5,835 | -20.4% | 0.03% | -33.3% |
Q4 2020 | $427,000 | -2.3% | 7,334 | -1.6% | 0.04% | -17.0% |
Q3 2020 | $437,000 | -8.6% | 7,450 | -8.5% | 0.05% | -21.7% |
Q2 2020 | $478,000 | -27.4% | 8,139 | -27.3% | 0.06% | -42.3% |
Q1 2020 | $658,000 | -94.9% | 11,192 | -95.3% | 0.10% | -94.2% |
Q4 2019 | $13,023,000 | – | 237,077 | – | 1.80% | – |
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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% |