SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328 | -23.9% | 6,844 | -21.8% | 0.00% | -50.0% |
| Q2 2023 | $431 | +37.3% | 8,753 | +40.8% | 0.00% | +100.0% |
| Q1 2023 | $314 | -35.1% | 6,217 | -36.8% | 0.00% | -50.0% |
| Q4 2022 | $484 | -100.0% | 9,830 | -50.8% | 0.00% | -66.7% |
| Q3 2022 | $981,000 | -13.2% | 19,969 | -8.8% | 0.01% | -14.3% |
| Q2 2022 | $1,130,000 | +9.9% | 21,891 | +13.4% | 0.01% | +16.7% |
| Q1 2022 | $1,028,000 | -26.7% | 19,303 | -22.8% | 0.01% | -33.3% |
| Q4 2021 | $1,403,000 | -8.7% | 24,996 | -7.7% | 0.01% | -18.2% |
| Q3 2021 | $1,536,000 | -65.0% | 27,091 | -64.9% | 0.01% | -67.6% |
| Q2 2021 | $4,386,000 | +0.1% | 77,124 | -0.7% | 0.03% | -15.0% |
| Q1 2021 | $4,382,000 | +21.2% | 77,691 | +25.1% | 0.04% | -11.1% |
| Q4 2020 | $3,616,000 | +0.3% | 62,114 | +1.1% | 0.04% | -16.7% |
| Q3 2020 | $3,606,000 | +0.1% | 61,453 | +0.3% | 0.05% | -16.9% |
| Q2 2020 | $3,603,000 | +3.2% | 61,289 | +3.2% | 0.06% | -15.6% |
| Q1 2020 | $3,491,000 | +7.8% | 59,394 | +0.8% | 0.08% | +18.5% |
| Q4 2019 | $3,237,000 | +4.7% | 58,924 | +5.9% | 0.06% | -11.0% |
| Q3 2019 | $3,092,000 | +35.6% | 55,660 | +34.2% | 0.07% | +21.7% |
| Q2 2019 | $2,280,000 | +91.4% | 41,486 | +87.3% | 0.06% | +130.8% |
| Q1 2019 | $1,191,000 | – | 22,150 | – | 0.03% | – |
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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% |