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 | $165,106 | +342.0% | 3,444 | +354.4% | 0.00% | – |
| Q2 2023 | $37,354 | +11.7% | 758 | +14.3% | 0.00% | – |
| Q1 2023 | $33,435 | +9.0% | 663 | +6.4% | 0.00% | – |
| Q4 2022 | $30,671 | -87.0% | 623 | -87.0% | 0.00% | – |
| Q3 2022 | $236,000 | -37.9% | 4,804 | -34.6% | 0.00% | -100.0% |
| Q2 2022 | $380,000 | +3.0% | 7,349 | +6.0% | 0.00% | 0.0% |
| Q1 2022 | $369,000 | -17.4% | 6,935 | -13.0% | 0.00% | 0.0% |
| Q4 2021 | $447,000 | +9.8% | 7,974 | +11.1% | 0.00% | 0.0% |
| Q3 2021 | $407,000 | +7.1% | 7,177 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $380,000 | +0.8% | 6,683 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $377,000 | -7.1% | 6,683 | -4.0% | 0.00% | 0.0% |
| Q4 2020 | $406,000 | +56.2% | 6,963 | +57.2% | 0.00% | 0.0% |
| Q3 2020 | $260,000 | -0.4% | 4,429 | -0.3% | 0.00% | 0.0% |
| Q2 2020 | $261,000 | +2272.7% | 4,441 | +2367.2% | 0.00% | – |
| Q1 2020 | $11,000 | +10.0% | 180 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -93.8% | 180 | -93.8% | 0.00% | – |
| Q3 2019 | $161,000 | +0.6% | 2,906 | 0.0% | 0.00% | – |
| Q2 2019 | $160,000 | +2.6% | 2,906 | 0.0% | 0.00% | – |
| Q1 2019 | $156,000 | +1633.3% | 2,906 | +1661.2% | 0.00% | – |
| Q3 2018 | $9,000 | -62.5% | 165 | -63.9% | 0.00% | – |
| Q1 2018 | $24,000 | 0.0% | 457 | 0.0% | 0.00% | – |
| Q4 2017 | $24,000 | – | 457 | – | 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% |