SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,671 | -6.7% | 5,834 | -4.1% | 0.14% | -12.7% |
| Q2 2023 | $299,718 | -3.1% | 6,082 | -0.9% | 0.16% | -11.2% |
| Q1 2023 | $309,371 | -2.8% | 6,135 | -5.1% | 0.18% | -7.8% |
| Q4 2022 | $318,309 | -13.0% | 6,466 | -13.2% | 0.19% | -30.8% |
| Q3 2022 | $366,000 | -45.6% | 7,447 | -42.9% | 0.28% | -47.4% |
| Q2 2022 | $673,000 | -24.8% | 13,039 | -22.4% | 0.53% | -25.2% |
| Q1 2022 | $895,000 | -8.9% | 16,808 | -3.9% | 0.71% | -19.9% |
| Q4 2021 | $982,000 | – | 17,483 | – | 0.88% | – |
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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% |