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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,653 | -50.8% | 16,951 | -49.4% | 0.01% | -52.2% |
| Q2 2023 | $1,650,999 | +16.4% | 33,502 | +19.2% | 0.02% | +9.5% |
| Q1 2023 | $1,417,790 | -15.7% | 28,114 | -17.7% | 0.02% | -22.2% |
| Q4 2022 | $1,682,520 | +37.5% | 34,177 | +37.3% | 0.03% | +28.6% |
| Q3 2022 | $1,223,478 | +52.4% | 24,898 | +59.9% | 0.02% | +40.0% |
| Q2 2022 | $803,000 | +2.4% | 15,570 | +5.7% | 0.02% | +15.4% |
| Q1 2022 | $784,000 | – | 14,732 | – | 0.01% | – |
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% |