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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $456,510 | +0.1% | 9,273 | 0.0% | 0.41% | -4.0% |
| Q3 2022 | $456,000 | -7.1% | 9,273 | -2.6% | 0.42% | -4.1% |
| Q2 2022 | $491,000 | -19.0% | 9,524 | -16.3% | 0.44% | -17.9% |
| Q1 2022 | $606,000 | -7.6% | 11,384 | -2.5% | 0.54% | -6.1% |
| Q4 2021 | $656,000 | -0.2% | 11,680 | +0.8% | 0.57% | -6.7% |
| Q3 2021 | $657,000 | +0.6% | 11,586 | +1.0% | 0.61% | -2.5% |
| Q2 2021 | $653,000 | +3.3% | 11,476 | +2.4% | 0.63% | -6.0% |
| Q1 2021 | $632,000 | -11.2% | 11,207 | -8.4% | 0.67% | -4.3% |
| Q4 2020 | $712,000 | – | 12,234 | – | 0.70% | – |
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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% |