SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,483,578 | +3.5% | 719,307 | +6.4% | 12.16% | +6.0% |
| Q2 2023 | $33,301,896 | +8.6% | 675,769 | +11.1% | 11.46% | +2.9% |
| Q1 2023 | $30,662,146 | +6.6% | 608,014 | +4.0% | 11.14% | -0.2% |
| Q4 2022 | $28,771,637 | -2.7% | 584,433 | -2.9% | 11.16% | -4.5% |
| Q3 2022 | $29,579,000 | +9.4% | 601,927 | +14.8% | 11.68% | +13.2% |
| Q2 2022 | $27,047,000 | +1582.0% | 524,170 | +1738.5% | 10.32% | +1600.5% |
| Q1 2021 | $1,608,000 | – | 28,511 | – | 0.61% | – |
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% |