SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515,959 | +86.3% | 31,622 | +91.5% | 0.27% | +63.0% |
| Q2 2023 | $813,761 | -1.9% | 16,513 | +0.4% | 0.16% | -9.8% |
| Q1 2023 | $829,170 | +4.6% | 16,442 | +2.1% | 0.18% | -2.7% |
| Q4 2022 | $792,652 | +3.8% | 16,101 | +3.6% | 0.19% | -49.2% |
| Q3 2022 | $764,000 | +8.4% | 15,545 | +13.7% | 0.37% | +11.1% |
| Q2 2022 | $705,000 | +23.3% | 13,669 | +27.2% | 0.33% | +35.4% |
| Q1 2022 | $572,000 | +40.5% | 10,750 | +48.3% | 0.25% | +55.7% |
| Q4 2021 | $407,000 | +7.7% | 7,248 | +8.6% | 0.16% | -28.8% |
| Q3 2021 | $378,000 | +60.2% | 6,674 | +60.8% | 0.22% | +64.4% |
| Q2 2021 | $236,000 | +31.1% | 4,151 | +30.0% | 0.14% | +29.8% |
| Q1 2021 | $180,000 | +5.3% | 3,193 | +8.9% | 0.10% | -16.8% |
| Q4 2020 | $171,000 | +1.2% | 2,931 | +1.9% | 0.12% | -1.6% |
| Q3 2020 | $169,000 | +52.3% | 2,875 | +51.9% | 0.13% | +41.1% |
| Q2 2020 | $111,000 | +11000.0% | 1,893 | +14461.5% | 0.09% | +8900.0% |
| Q1 2020 | $1,000 | – | 13 | – | 0.00% | – |
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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% |