SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,733 | -2.7% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,809 | -2.3% | 57 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $2,875 | +2.5% | 57 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $2,806 | +0.2% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,801 | -4.8% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,941 | -3.1% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,035 | -5.2% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,200 | -1.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,232 | -0.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,242 | +2.6% | 57 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $3,159 | -3.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,260 | -0.8% | 56 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $3,286 | -0.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,292 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,292 | +7.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,076 | -1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,111 | +1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,078 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,012 | +1.6% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,965 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,900 | -1.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,930 | -0.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,945 | -1.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,986 | -1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,020 | -0.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,022 | +0.7% | 56 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $3,002 | +0.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,988 | -4.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,111 | -0.7% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,134 | +1.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,093 | – | 56 | – | 0.00% | – |
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% |