SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +2.4% | 11 | 0.0% | 0.00% | – |
| Q4 2022 | $542 | -45.8% | 11 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | -96.9% | 11 | -98.2% | 0.00% | -95.5% |
| Q2 2022 | $32,000 | -3.0% | 620 | 0.0% | 0.02% | +22.2% |
| Q1 2022 | $33,000 | -5.7% | 620 | 0.0% | 0.02% | +28.6% |
| Q3 2021 | $35,000 | -16.7% | 620 | -16.2% | 0.01% | -17.6% |
| Q2 2021 | $42,000 | +20.0% | 740 | +19.4% | 0.02% | +13.3% |
| Q1 2021 | $35,000 | -2.8% | 620 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | -18.2% | 620 | -17.3% | 0.02% | -31.8% |
| Q3 2020 | $44,000 | -15.4% | 750 | -14.8% | 0.02% | -26.7% |
| Q2 2020 | $52,000 | 0.0% | 880 | 0.0% | 0.03% | -31.8% |
| Q1 2020 | $52,000 | +100.0% | 880 | +83.7% | 0.04% | +109.5% |
| Q4 2019 | $26,000 | – | 479 | – | 0.02% | – |
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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% |