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 | $564,685 | -37.8% | 11,779 | -36.0% | 0.04% | -36.2% |
| Q2 2023 | $907,146 | +18.3% | 18,408 | +21.0% | 0.07% | +16.9% |
| Q1 2023 | $767,090 | -59.3% | 15,211 | -60.3% | 0.06% | -61.4% |
| Q4 2022 | $1,886,099 | -63.8% | 38,312 | -63.9% | 0.15% | -69.1% |
| Q3 2022 | $5,217,000 | +21.8% | 106,172 | +27.9% | 0.50% | +36.7% |
| Q2 2022 | $4,283,000 | +31.3% | 83,011 | +35.4% | 0.36% | +50.8% |
| Q1 2022 | $3,263,000 | +52.5% | 61,286 | +60.8% | 0.24% | +98.3% |
| Q4 2021 | $2,139,000 | +48.0% | 38,105 | +49.6% | 0.12% | +37.5% |
| Q3 2021 | $1,445,000 | +35.2% | 25,474 | +35.5% | 0.09% | +31.3% |
| Q2 2021 | $1,069,000 | -1.4% | 18,795 | -2.2% | 0.07% | -11.8% |
| Q1 2021 | $1,084,000 | +90.2% | 19,220 | +96.2% | 0.08% | +76.7% |
| Q4 2020 | $570,000 | – | 9,796 | – | 0.04% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2019 | $28,000 | -58.8% | 505 | -60.4% | 0.00% | -57.1% |
| Q1 2019 | $68,000 | +1.5% | 1,274 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $67,000 | – | 1,274 | – | 0.01% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 774,345 | $43,913,000 | 25.92% |
| Your Advocates Ltd., LLP | 645,574 | $36,611,000 | 23.72% |
| HC Advisors, LLC | 361,604 | $20,507,000 | 13.46% |
| BerganKDV Wealth Management, LLC | 1,162,340 | $65,916,000 | 7.47% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 154,824 | $8,780,000 | 5.16% |
| Tradewinds Capital Management, LLC | 495,462 | $28,098,000 | 4.77% |
| Morningstar Investment Management LLC | 463,718 | $26,297,000 | 4.45% |
| STERLING INVESTMENT MANAGEMENT, LLC | 112,498 | $6,380,000 | 4.07% |
| Beacon Wealthcare LLC | 138,415 | $7,850,000 | 3.79% |
| Seascape Capital Management | 127,363 | $7,223,000 | 3.70% |