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 2023 | $10,497,093 | -3.0% | 218,963 | -0.3% | 3.78% | +2.5% |
| Q2 2023 | $10,823,243 | +8.9% | 219,628 | +11.5% | 3.69% | +3.6% |
| Q1 2023 | $9,935,107 | +57.3% | 197,008 | +53.5% | 3.56% | +45.3% |
| Q4 2022 | $6,317,614 | -25.4% | 128,329 | -14.9% | 2.45% | -21.4% |
| Q4 2021 | $8,468,000 | +52.2% | 150,834 | +53.7% | 3.12% | +8.4% |
| Q3 2021 | $5,564,000 | +14.6% | 98,109 | +14.9% | 2.88% | +9.7% |
| Q2 2021 | $4,856,000 | +26.0% | 85,387 | +25.0% | 2.62% | +13.9% |
| Q1 2021 | $3,853,000 | +0.5% | 68,302 | +3.7% | 2.30% | -7.9% |
| Q4 2020 | $3,835,000 | – | 65,872 | – | 2.50% | – |
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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% |