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 | $281,095 | -2.7% | 5,863 | 0.0% | 0.06% | -3.2% |
| Q2 2023 | $288,947 | +31.7% | 5,863 | +34.8% | 0.06% | 0.0% |
| Q1 2023 | $219,334 | -61.6% | 4,349 | -62.5% | 0.06% | -64.0% |
| Q4 2022 | $571,226 | -85.5% | 11,603 | -85.5% | 0.17% | -86.2% |
| Q3 2022 | $3,931,000 | -13.1% | 80,006 | -8.8% | 1.25% | +0.3% |
| Q2 2022 | $4,526,000 | -7.5% | 87,712 | -4.5% | 1.24% | -1.8% |
| Q1 2022 | $4,891,000 | -55.9% | 91,850 | -53.5% | 1.27% | -53.3% |
| Q4 2021 | $11,083,000 | – | 197,412 | – | 2.71% | – |
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% |