SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,676 | +34.6% | 4,478 | +38.3% | 0.00% | +100.0% |
| Q2 2023 | $159,520 | -10.2% | 3,237 | -8.1% | 0.00% | -50.0% |
| Q1 2023 | $177,564 | +71.2% | 3,521 | +67.1% | 0.00% | +100.0% |
| Q4 2022 | $103,727 | +22.0% | 2,107 | +21.3% | 0.00% | 0.0% |
| Q3 2022 | $85,000 | +3.7% | 1,737 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $82,000 | -60.8% | 1,593 | -59.4% | 0.00% | -50.0% |
| Q1 2022 | $209,000 | -29.4% | 3,924 | -25.5% | 0.00% | -33.3% |
| Q4 2021 | $296,000 | -1.7% | 5,268 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $301,000 | -69.7% | 5,294 | -69.7% | 0.00% | -70.0% |
| Q2 2021 | $995,000 | +2063.0% | 17,491 | +2125.3% | 0.01% | +900.0% |
| Q1 2020 | $46,000 | – | 786 | – | 0.00% | – |
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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% |