SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,483 | +11.5% | 8,479 | +14.6% | 0.00% | – |
| Q2 2023 | $364,672 | +17.6% | 7,400 | +20.4% | 0.00% | – |
| Q1 2023 | $310,045 | -0.6% | 6,148 | -3.0% | 0.00% | – |
| Q4 2022 | $311,872 | +4.3% | 6,335 | +3.8% | 0.00% | – |
| Q3 2022 | $299,000 | -3.9% | 6,104 | +1.5% | 0.00% | – |
| Q2 2022 | $311,000 | -2.8% | 6,016 | -0.0% | 0.00% | – |
| Q1 2022 | $320,000 | -5.0% | 6,017 | +0.1% | 0.00% | – |
| Q4 2021 | $337,000 | +42.2% | 6,011 | +43.6% | 0.00% | – |
| Q3 2021 | $237,000 | -0.4% | 4,186 | 0.0% | 0.00% | – |
| Q2 2021 | $238,000 | +0.8% | 4,186 | 0.0% | 0.00% | – |
| Q1 2021 | $236,000 | -13.6% | 4,186 | -10.7% | 0.00% | – |
| Q4 2020 | $273,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q3 2020 | $274,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q2 2020 | $275,000 | 0.0% | 4,686 | 0.0% | 0.00% | – |
| Q1 2020 | $275,000 | +7.4% | 4,686 | 0.0% | 0.00% | – |
| Q4 2019 | $256,000 | +6.7% | 4,686 | +8.9% | 0.00% | – |
| Q3 2019 | $240,000 | -10.1% | 4,305 | -11.6% | 0.00% | – |
| Q2 2019 | $267,000 | +34.2% | 4,868 | +31.3% | 0.00% | – |
| Q1 2019 | $199,000 | +729.2% | 3,707 | +704.1% | 0.00% | – |
| Q4 2018 | $24,000 | 0.0% | 461 | 0.0% | 0.00% | – |
| Q3 2018 | $24,000 | +700.0% | 461 | +681.4% | 0.00% | – |
| Q2 2018 | $3,000 | -89.7% | 59 | -89.0% | 0.00% | – |
| Q1 2017 | $29,000 | +20.8% | 536 | +22.1% | 0.00% | – |
| Q4 2014 | $24,000 | – | 439 | – | 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% |