SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,942 | +4.5% | 40,502 | +7.4% | 0.14% | +8.3% |
| Q2 2023 | $1,858 | +21.5% | 37,697 | +24.4% | 0.13% | +15.8% |
| Q1 2023 | $1,529 | -21.2% | 30,310 | -23.1% | 0.11% | -25.0% |
| Q4 2022 | $1,940 | -99.9% | 39,397 | +5.8% | 0.15% | 0.0% |
| Q3 2022 | $1,830,000 | +1.0% | 37,244 | +6.1% | 0.15% | +7.8% |
| Q2 2022 | $1,812,000 | -9.2% | 35,117 | -6.3% | 0.14% | +14.6% |
| Q1 2022 | $1,995,000 | +20.5% | 37,473 | +27.1% | 0.12% | +30.9% |
| Q4 2021 | $1,655,000 | +29.7% | 29,488 | +31.1% | 0.09% | +22.1% |
| Q3 2021 | $1,276,000 | +15.4% | 22,493 | +15.7% | 0.08% | +14.9% |
| Q2 2021 | $1,106,000 | +36.4% | 19,446 | +35.2% | 0.07% | +24.1% |
| Q1 2021 | $811,000 | +0.7% | 14,380 | +4.1% | 0.05% | -8.5% |
| Q4 2020 | $805,000 | – | 13,820 | – | 0.06% | – |
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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% |