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 | $2,809,332 | -43.7% | 58,601 | -42.2% | 2.37% | -44.4% |
| Q2 2023 | $4,990,031 | +3.3% | 101,341 | +5.8% | 4.27% | -10.4% |
| Q1 2023 | $4,830,891 | +49.0% | 95,794 | +48.7% | 4.76% | +48.6% |
| Q4 2022 | $3,242,218 | +63.6% | 64,432 | +59.7% | 3.20% | +59.5% |
| Q3 2022 | $1,982,000 | +102.7% | 40,341 | +132.8% | 2.01% | +115.6% |
| Q1 2021 | $978,000 | -72.2% | 17,330 | -71.4% | 0.93% | -76.2% |
| Q4 2020 | $3,524,000 | – | 60,528 | – | 3.92% | – |
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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% |