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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $45,000 | -4.3% | 840 | 0.0% | 0.00% | -60.0% |
| Q4 2021 | $47,000 | -2.1% | 840 | 0.0% | 0.01% | +66.7% |
| Q3 2021 | $48,000 | 0.0% | 840 | 0.0% | 0.00% | +50.0% |
| Q2 2021 | $48,000 | +2.1% | 840 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $47,000 | -4.1% | 840 | 0.0% | 0.00% | -81.8% |
| Q4 2020 | $49,000 | +880.0% | 840 | +854.5% | 0.01% | – |
| Q3 2020 | $5,000 | 0.0% | 88 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | – | 88 | +4300.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | – | 0.00% | – |
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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% |