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 2022 | $2,321,668 | +37.9% | 47,246 | +44.8% | 0.10% | +42.0% |
| Q2 2022 | $1,683,656 | +13.8% | 32,629 | +17.5% | 0.07% | +38.0% |
| Q1 2022 | $1,478,912 | +250.3% | 27,773 | +269.3% | 0.05% | +257.1% |
| Q4 2021 | $422,173 | -6.9% | 7,520 | -5.9% | 0.01% | -17.6% |
| Q3 2021 | $453,283 | +1.7% | 7,993 | +2.0% | 0.02% | 0.0% |
| Q2 2021 | $445,804 | -6.2% | 7,839 | -6.9% | 0.02% | -19.0% |
| Q1 2021 | $475,141 | +4937.5% | 8,423 | +5099.4% | 0.02% | – |
| Q4 2020 | $9,432 | -98.2% | 162 | -98.2% | 0.00% | -100.0% |
| Q3 2020 | $528,589 | +15.9% | 9,008 | +16.1% | 0.03% | 0.0% |
| Q2 2020 | $456,133 | +973.3% | 7,760 | +973.3% | 0.03% | +650.0% |
| Q1 2020 | $42,498 | +609.8% | 723 | +563.3% | 0.00% | – |
| Q4 2019 | $5,987 | -0.2% | 109 | +0.9% | 0.00% | – |
| Q3 2019 | $6,000 | -80.6% | 108 | -80.8% | 0.00% | -100.0% |
| Q2 2019 | $30,888 | +11382.5% | 562 | +11140.0% | 0.00% | – |
| Q1 2019 | $269 | -99.6% | 5 | -99.6% | 0.00% | -100.0% |
| Q4 2018 | $70,106 | +45129.7% | 1,324 | +44033.3% | 0.01% | – |
| Q3 2018 | $155 | -1.3% | 3 | 0.0% | 0.00% | – |
| Q2 2018 | $157 | +49.5% | 3 | +50.0% | 0.00% | – |
| Q1 2018 | $105 | -99.8% | 2 | -99.8% | 0.00% | -100.0% |
| Q4 2017 | $68,538 | – | 1,285 | – | 0.01% | – |
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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% |