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 | $1,700,247 | +38.9% | 35,466 | +42.8% | 0.00% | +50.0% |
| Q2 2023 | $1,224,263 | +52.2% | 24,843 | +55.8% | 0.00% | +100.0% |
| Q1 2023 | $804,157 | +50.6% | 15,946 | +47.0% | 0.00% | 0.0% |
| Q4 2022 | $534,047 | +39.8% | 10,848 | +39.6% | 0.00% | 0.0% |
| Q3 2022 | $382,000 | +221.0% | 7,770 | +237.2% | 0.00% | – |
| Q2 2022 | $119,000 | +138.0% | 2,304 | +144.1% | 0.00% | – |
| Q1 2022 | $50,000 | – | 944 | – | 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% |