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 | $3,175 | -19.3% | 66,226 | -17.0% | 0.01% | -12.5% |
| Q2 2023 | $3,932 | +125.2% | 79,783 | +130.4% | 0.01% | +100.0% |
| Q1 2023 | $1,746 | -9.8% | 34,627 | -11.9% | 0.00% | -20.0% |
| Q4 2022 | $1,935 | -99.9% | 39,321 | -7.2% | 0.01% | 0.0% |
| Q3 2022 | $2,081,000 | +3.3% | 42,351 | +8.4% | 0.01% | 0.0% |
| Q2 2022 | $2,015,000 | +100.7% | 39,054 | +107.1% | 0.01% | +150.0% |
| Q1 2022 | $1,004,000 | +151.6% | 18,856 | +165.0% | 0.00% | +100.0% |
| Q4 2021 | $399,000 | -15.3% | 7,115 | -14.4% | 0.00% | 0.0% |
| Q3 2021 | $471,000 | -24.2% | 8,315 | -23.9% | 0.00% | -50.0% |
| Q2 2021 | $621,000 | -59.9% | 10,922 | -60.2% | 0.00% | -50.0% |
| Q1 2021 | $1,547,000 | +42.8% | 27,441 | +47.4% | 0.00% | +33.3% |
| Q4 2020 | $1,083,000 | +79.6% | 18,613 | +81.1% | 0.00% | +50.0% |
| Q3 2020 | $603,000 | -72.1% | 10,280 | -72.1% | 0.00% | -75.0% |
| Q2 2020 | $2,162,000 | +216.1% | 36,792 | +215.9% | 0.01% | +166.7% |
| Q1 2020 | $684,000 | +10.7% | 11,645 | +3.4% | 0.00% | +50.0% |
| Q4 2019 | $618,000 | +81.2% | 11,265 | +83.4% | 0.00% | +100.0% |
| Q3 2019 | $341,000 | -88.3% | 6,143 | -88.4% | 0.00% | -92.3% |
| Q2 2019 | $2,919,000 | +1116.2% | 53,126 | +1088.8% | 0.01% | +1200.0% |
| Q1 2019 | $240,000 | -91.3% | 4,469 | -91.4% | 0.00% | -93.3% |
| Q4 2018 | $2,758,000 | +328.9% | 52,098 | +324.1% | 0.02% | +400.0% |
| Q2 2018 | $643,000 | +7.5% | 12,284 | +7.9% | 0.00% | 0.0% |
| Q1 2018 | $598,000 | +18.7% | 11,387 | +20.4% | 0.00% | 0.0% |
| Q4 2017 | $504,000 | – | 9,456 | – | 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% |