SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,332,513 | -12.9% | 111,233 | -10.5% | 0.00% | 0.0% |
| Q2 2023 | $6,124,029 | +5.6% | 124,270 | +8.1% | 0.00% | 0.0% |
| Q1 2023 | $5,797,174 | -52.0% | 114,954 | -53.1% | 0.00% | -50.0% |
| Q4 2022 | $12,078,483 | -22.4% | 245,348 | -22.5% | 0.00% | -20.0% |
| Q3 2022 | $15,559,000 | +186.5% | 316,617 | +200.8% | 0.01% | +150.0% |
| Q2 2022 | $5,431,000 | +3.4% | 105,242 | +6.7% | 0.00% | +100.0% |
| Q1 2022 | $5,254,000 | -7.9% | 98,661 | -2.9% | 0.00% | 0.0% |
| Q4 2021 | $5,702,000 | -88.3% | 101,573 | -88.2% | 0.00% | -90.9% |
| Q3 2021 | $48,717,000 | -3.5% | 859,047 | -3.3% | 0.01% | 0.0% |
| Q2 2021 | $50,496,000 | +0.7% | 887,923 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $50,151,000 | +9.5% | 889,046 | +13.0% | 0.01% | 0.0% |
| Q4 2020 | $45,806,000 | +63.6% | 786,776 | +64.9% | 0.01% | +37.5% |
| Q3 2020 | $27,994,000 | +1.2% | 477,062 | +1.4% | 0.01% | 0.0% |
| Q2 2020 | $27,649,000 | -6.9% | 470,400 | -6.9% | 0.01% | -20.0% |
| Q1 2020 | $29,696,000 | +58.2% | 505,202 | +47.8% | 0.01% | +100.0% |
| Q4 2019 | $18,769,000 | +1.9% | 341,715 | +3.0% | 0.01% | 0.0% |
| Q3 2019 | $18,428,000 | -0.6% | 331,675 | -1.7% | 0.01% | 0.0% |
| Q2 2019 | $18,543,000 | +7.0% | 337,405 | +4.7% | 0.01% | 0.0% |
| Q1 2019 | $17,337,000 | +7.0% | 322,381 | +5.3% | 0.01% | 0.0% |
| Q4 2018 | $16,204,000 | +9.6% | 306,039 | +7.2% | 0.01% | +25.0% |
| Q3 2018 | $14,787,000 | -0.6% | 285,508 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $14,874,000 | -0.2% | 284,238 | +0.3% | 0.00% | 0.0% |
| Q1 2018 | $14,902,000 | +4.5% | 283,363 | +5.9% | 0.00% | 0.0% |
| Q4 2017 | $14,267,000 | +7.2% | 267,578 | +8.5% | 0.00% | 0.0% |
| Q3 2017 | $13,303,000 | +1.9% | 246,705 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $13,053,000 | +1.1% | 241,847 | +0.4% | 0.00% | 0.0% |
| Q1 2017 | $12,917,000 | +23.4% | 240,947 | +22.8% | 0.00% | 0.0% |
| Q4 2016 | $10,471,000 | -0.4% | 196,276 | +3.8% | 0.00% | 0.0% |
| Q3 2016 | $10,509,000 | +4.3% | 189,140 | +5.0% | 0.00% | 0.0% |
| Q2 2016 | $10,080,000 | +1.5% | 180,091 | +0.1% | 0.00% | 0.0% |
| Q1 2016 | $9,934,000 | +1.4% | 179,858 | -1.6% | 0.00% | 0.0% |
| Q4 2015 | $9,798,000 | – | 182,791 | +18279000.0% | 0.00% | – |
| Q3 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2015 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2014 | $0 | – | 1 | – | 0.00% | – |
| Q4 2013 | $0 | – | 0 | – | 0.00% | – |
| Q3 2013 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q2 2013 | $0 | – | 1 | – | 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% |