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 | $515,211 | -6.7% | 10,747 | -4.1% | 0.22% | -5.5% |
| Q2 2023 | $551,985 | +36.6% | 11,201 | +39.8% | 0.24% | +18.6% |
| Q1 2023 | $404,146 | +45.9% | 8,014 | +42.4% | 0.20% | +28.4% |
| Q4 2022 | $276,968 | -30.4% | 5,626 | -30.5% | 0.16% | -40.8% |
| Q3 2022 | $398,000 | -6.8% | 8,097 | -2.1% | 0.26% | -8.7% |
| Q2 2022 | $427,000 | -28.5% | 8,274 | -26.1% | 0.29% | -38.3% |
| Q1 2022 | $597,000 | +28.1% | 11,203 | +34.9% | 0.46% | +58.7% |
| Q4 2021 | $466,000 | – | 8,302 | – | 0.29% | – |
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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% |