SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $548,155 | -37.0% | 11,137 | -37.1% | 0.05% | -42.5% |
| Q3 2022 | $870,000 | -13.5% | 17,710 | -9.2% | 0.09% | -12.1% |
| Q2 2022 | $1,006,000 | -33.7% | 19,513 | -31.5% | 0.10% | -20.2% |
| Q1 2022 | $1,517,000 | -7.4% | 28,483 | -2.5% | 0.12% | -2.4% |
| Q4 2021 | $1,639,000 | -19.5% | 29,203 | -18.7% | 0.13% | -2.3% |
| Q3 2021 | $2,036,000 | -48.4% | 35,903 | -48.3% | 0.13% | -49.2% |
| Q2 2021 | $3,945,000 | -6.8% | 69,385 | -7.5% | 0.26% | -9.2% |
| Q1 2021 | $4,232,000 | -24.1% | 75,031 | -21.6% | 0.28% | -26.6% |
| Q4 2020 | $5,574,000 | -7.7% | 95,749 | -7.0% | 0.38% | -16.5% |
| Q3 2020 | $6,041,000 | -3.9% | 102,950 | -3.7% | 0.46% | -13.2% |
| Q2 2020 | $6,284,000 | -2.4% | 106,933 | -2.4% | 0.53% | -36.4% |
| Q1 2020 | $6,439,000 | +6.0% | 109,572 | -1.0% | 0.83% | +33.9% |
| Q4 2019 | $6,077,000 | -3.9% | 110,640 | -2.8% | 0.62% | -7.4% |
| Q3 2019 | $6,322,000 | – | 113,787 | – | 0.67% | – |
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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% |