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 | $108,854 | +9.8% | 2,271 | +12.9% | 0.01% | +8.3% |
| Q2 2023 | $99,114 | -36.5% | 2,011 | -35.0% | 0.01% | -40.0% |
| Q1 2023 | $156,123 | -22.8% | 3,096 | -24.6% | 0.02% | -33.3% |
| Q4 2022 | $202,173 | -60.2% | 4,107 | -60.3% | 0.03% | -63.9% |
| Q3 2022 | $508,000 | +0.8% | 10,347 | +5.9% | 0.08% | 0.0% |
| Q2 2022 | $504,000 | +95.3% | 9,770 | +101.5% | 0.08% | +112.8% |
| Q1 2022 | $258,000 | +27.1% | 4,849 | +33.8% | 0.04% | +25.8% |
| Q4 2021 | $203,000 | -7.3% | 3,624 | -6.3% | 0.03% | -13.9% |
| Q3 2021 | $219,000 | 0.0% | 3,867 | +0.4% | 0.04% | -5.3% |
| Q2 2021 | $219,000 | -90.7% | 3,851 | -90.8% | 0.04% | -91.8% |
| Q1 2021 | $2,358,000 | +7.2% | 41,801 | +10.6% | 0.46% | -1.9% |
| Q4 2020 | $2,200,000 | +14.7% | 37,794 | +15.7% | 0.47% | -0.8% |
| Q3 2020 | $1,918,000 | +1918.9% | 32,677 | +1932.2% | 0.47% | +1534.5% |
| Q2 2020 | $95,000 | – | 1,608 | +17766.7% | 0.03% | – |
| Q2 2017 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 9 | – | 0.00% | – |
Download | ||||||
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% |