SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $657,000 | -8.1% | 13,367 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $715,000 | +0.3% | 13,843 | +3.3% | 0.01% | 0.0% |
| Q1 2022 | $713,000 | -3.1% | 13,396 | +2.2% | 0.01% | +14.3% |
| Q4 2021 | $736,000 | +2.1% | 13,110 | +3.1% | 0.01% | -12.5% |
| Q3 2021 | $721,000 | -0.3% | 12,711 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $723,000 | +9.9% | 12,711 | +9.0% | 0.01% | 0.0% |
| Q1 2021 | $658,000 | -15.0% | 11,660 | -12.3% | 0.01% | -22.2% |
| Q4 2020 | $774,000 | -4.6% | 13,301 | -3.7% | 0.01% | -18.2% |
| Q3 2020 | $811,000 | +8.1% | 13,811 | +8.2% | 0.01% | 0.0% |
| Q2 2020 | $750,000 | -51.6% | 12,760 | -51.6% | 0.01% | -50.0% |
| Q1 2020 | $1,551,000 | +113.9% | 26,370 | +99.8% | 0.02% | +120.0% |
| Q4 2019 | $725,000 | +2.3% | 13,195 | +3.4% | 0.01% | -9.1% |
| Q3 2019 | $709,000 | +0.6% | 12,760 | -0.5% | 0.01% | 0.0% |
| Q2 2019 | $705,000 | +2.3% | 12,820 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $689,000 | +1.5% | 12,820 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $679,000 | +2.3% | 12,820 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $664,000 | -1.0% | 12,820 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $671,000 | -0.4% | 12,820 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $674,000 | -9.9% | 12,820 | -8.6% | 0.01% | -15.4% |
| Q4 2017 | $748,000 | +45.8% | 14,020 | +47.3% | 0.01% | +30.0% |
| Q3 2017 | $513,000 | +0.8% | 9,520 | +1.0% | 0.01% | 0.0% |
| Q2 2017 | $509,000 | +0.6% | 9,430 | 0.0% | 0.01% | -9.1% |
| Q1 2017 | $506,000 | – | 9,430 | – | 0.01% | – |
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% |