SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,331,916 | +22.0% | 27,783 | +25.4% | 0.74% | +7.0% |
| Q2 2023 | $1,092,154 | +3.9% | 22,162 | +6.3% | 0.70% | +0.9% |
| Q1 2023 | $1,051,187 | +17.6% | 20,844 | +14.8% | 0.69% | +13.9% |
| Q4 2022 | $894,000 | +111.3% | 18,152 | +111.1% | 0.61% | +76.7% |
| Q3 2022 | $423,000 | +53.8% | 8,598 | +61.1% | 0.34% | +48.5% |
| Q2 2022 | $275,000 | +118.3% | 5,337 | +126.3% | 0.23% | +151.1% |
| Q1 2022 | $126,000 | +223.1% | 2,358 | +237.3% | 0.09% | +217.2% |
| Q4 2021 | $39,000 | – | 699 | – | 0.03% | – |
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% |