SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,468,427 | -12.9% | 260,084 | -10.5% | 0.01% | -14.3% |
| Q2 2023 | $14,323,133 | +10.2% | 290,648 | +12.8% | 0.01% | 0.0% |
| Q1 2023 | $12,998,282 | +11.8% | 257,749 | +9.1% | 0.01% | +16.7% |
| Q4 2022 | $11,628,815 | +12.1% | 236,214 | +11.9% | 0.01% | 0.0% |
| Q3 2022 | $10,372,000 | -0.0% | 211,069 | +5.0% | 0.01% | +20.0% |
| Q2 2022 | $10,375,000 | -12.4% | 201,058 | -9.6% | 0.01% | 0.0% |
| Q1 2022 | $11,837,000 | -9.8% | 222,289 | -5.0% | 0.01% | 0.0% |
| Q4 2021 | $13,130,000 | -6.1% | 233,886 | -5.2% | 0.01% | 0.0% |
| Q3 2021 | $13,985,000 | -1.6% | 246,599 | -1.3% | 0.01% | 0.0% |
| Q2 2021 | $14,209,000 | -5.5% | 249,852 | -6.3% | 0.01% | -16.7% |
| Q1 2021 | $15,036,000 | -17.1% | 266,556 | -14.4% | 0.01% | -25.0% |
| Q4 2020 | $18,135,000 | +10.4% | 311,492 | +11.3% | 0.01% | 0.0% |
| Q3 2020 | $16,426,000 | +2.1% | 279,928 | +2.3% | 0.01% | 0.0% |
| Q2 2020 | $16,086,000 | – | 273,617 | – | 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% |