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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,793 | -2.4% | 4,744 | -0.2% | 0.21% | -9.6% |
| Q1 2023 | $239,651 | -85.8% | 4,752 | -86.2% | 0.23% | -87.1% |
| Q4 2022 | $1,692,029 | -6.8% | 34,370 | -7.0% | 1.78% | -10.0% |
| Q3 2022 | $1,815,000 | -8.7% | 36,938 | -4.1% | 1.98% | -5.5% |
| Q2 2022 | $1,987,000 | +2.7% | 38,506 | +6.0% | 2.10% | +13.9% |
| Q1 2022 | $1,935,000 | +15.7% | 36,338 | +22.0% | 1.84% | +14.0% |
| Q4 2021 | $1,672,000 | – | 29,775 | – | 1.61% | – |
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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% |