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 | $418,423 | +61.3% | 8,869 | +69.0% | 0.30% | +64.3% |
| Q2 2023 | $259,424 | -2.2% | 5,247 | +0.5% | 0.18% | -9.9% |
| Q1 2023 | $265,176 | +8.3% | 5,220 | +5.6% | 0.20% | +6.9% |
| Q4 2022 | $244,876 | +0.8% | 4,945 | 0.0% | 0.19% | -10.8% |
| Q3 2022 | $243,000 | -4.7% | 4,945 | 0.0% | 0.21% | +1.9% |
| Q2 2022 | $255,000 | -0.8% | 4,945 | 0.0% | 0.21% | +3.0% |
| Q1 2022 | $257,000 | -4.1% | 4,945 | 0.0% | 0.20% | 0.0% |
| Q4 2021 | $268,000 | – | 4,945 | – | 0.20% | – |
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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% |