SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,088 | -28.8% | 273 | -26.8% | 0.00% | – |
| Q2 2023 | $18,382 | +497.6% | 373 | +511.5% | 0.00% | – |
| Q1 2023 | $3,076 | +0.8% | 61 | -1.6% | 0.00% | – |
| Q4 2022 | $3,052 | +205.2% | 62 | +210.0% | 0.00% | – |
| Q3 2022 | $1,000 | -96.0% | 20 | -95.9% | 0.00% | – |
| Q2 2022 | $25,000 | +733.3% | 482 | +792.6% | 0.00% | – |
| Q1 2022 | $3,000 | +200.0% | 54 | +170.0% | 0.00% | – |
| Q4 2021 | $1,000 | -66.7% | 20 | -60.8% | 0.00% | – |
| Q3 2021 | $3,000 | +200.0% | 51 | +142.9% | 0.00% | – |
| Q2 2021 | $1,000 | -83.3% | 21 | -79.0% | 0.00% | – |
| Q1 2021 | $6,000 | +500.0% | 100 | +316.7% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 24 | +9.1% | 0.00% | – |
| Q3 2020 | $1,000 | -50.0% | 22 | -24.1% | 0.00% | – |
| Q2 2020 | $2,000 | -89.5% | 29 | -91.1% | 0.00% | – |
| Q1 2020 | $19,000 | +533.3% | 327 | +610.9% | 0.00% | – |
| Q4 2019 | $3,000 | – | 46 | +4500.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | -88.9% | 0.00% | – |
| Q2 2019 | $0 | – | 9 | +800.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -92.9% | 0.00% | – |
| Q4 2018 | $1,000 | -97.9% | 14 | -98.5% | 0.00% | – |
| Q3 2018 | $47,000 | +4600.0% | 909 | +3687.5% | 0.00% | – |
| Q2 2018 | $1,000 | -93.8% | 24 | -92.0% | 0.00% | – |
| Q1 2017 | $16,000 | – | 300 | – | 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% |