SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,308,980 | -14.3% | 69,023 | -11.9% | 0.13% | -11.9% |
| Q2 2023 | $3,862,103 | -6.3% | 78,371 | -4.1% | 0.14% | -11.2% |
| Q1 2023 | $4,121,821 | +239540.8% | 81,734 | +133.9% | 0.16% | +66.0% |
| Q4 2022 | $1,720 | -99.9% | 34,945 | +0.1% | 0.10% | -6.7% |
| Q3 2022 | $1,715,000 | -62.4% | 34,897 | -60.5% | 0.10% | -44.7% |
| Q2 2022 | $4,562,000 | -11.6% | 88,407 | -8.7% | 0.19% | +36.2% |
| Q1 2022 | $5,159,000 | -5.6% | 96,883 | -0.5% | 0.14% | +14.0% |
| Q4 2021 | $5,465,000 | -9.0% | 97,353 | -8.4% | 0.12% | -23.9% |
| Q3 2021 | $6,008,000 | +1.2% | 106,240 | +1.8% | 0.16% | -1.2% |
| Q2 2021 | $5,936,000 | +9.1% | 104,379 | +8.2% | 0.16% | +11.0% |
| Q1 2021 | $5,442,000 | – | 96,475 | – | 0.14% | – |
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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% |