SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,179,228 | +30.1% | 24,598 | +33.8% | 0.08% | +14.7% |
| Q2 2023 | $906,210 | -9.4% | 18,389 | -7.3% | 0.07% | -11.7% |
| Q1 2023 | $1,000,632 | +2.4% | 19,842 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $976,822 | -48.0% | 19,842 | -48.1% | 0.08% | -51.3% |
| Q3 2022 | $1,878,000 | +48.6% | 38,222 | +56.0% | 0.15% | +52.5% |
| Q2 2022 | $1,264,000 | -66.1% | 24,502 | -65.0% | 0.10% | -58.9% |
| Q1 2022 | $3,726,000 | -4.9% | 69,968 | +0.3% | 0.25% | -16.3% |
| Q4 2021 | $3,918,000 | +10.3% | 69,790 | +11.4% | 0.29% | -4.9% |
| Q3 2021 | $3,553,000 | +6.3% | 62,660 | +6.7% | 0.31% | +10.4% |
| Q2 2021 | $3,341,000 | +27.5% | 58,750 | +26.5% | 0.28% | +36.6% |
| Q1 2021 | $2,620,000 | +8.6% | 46,448 | +12.1% | 0.20% | +5.1% |
| Q4 2020 | $2,412,000 | +95.9% | 41,434 | +97.6% | 0.20% | +69.6% |
| Q3 2020 | $1,231,000 | +55.8% | 20,973 | +56.1% | 0.12% | +45.6% |
| Q2 2020 | $790,000 | -78.0% | 13,435 | -80.0% | 0.08% | -76.1% |
| Q1 2020 | $3,592,000 | -18.9% | 67,055 | -16.9% | 0.33% | -34.7% |
| Q4 2019 | $4,431,000 | +185.0% | 80,666 | +188.3% | 0.51% | +189.7% |
| Q3 2019 | $1,555,000 | – | 27,983 | – | 0.18% | – |
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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% |