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 | $2,144,357 | -3.0% | 44,730 | -0.3% | 0.08% | +2.5% |
| Q2 2023 | $2,210,948 | -4.8% | 44,865 | -2.6% | 0.08% | -14.0% |
| Q1 2023 | $2,321,899 | +1.7% | 46,042 | -0.7% | 0.09% | -5.1% |
| Q4 2022 | $2,282,992 | +10.0% | 46,374 | +9.8% | 0.10% | +3.2% |
| Q3 2022 | $2,075,000 | -4.5% | 42,229 | +0.3% | 0.10% | -4.0% |
| Q2 2022 | $2,172,000 | +3.8% | 42,084 | +7.1% | 0.10% | +20.7% |
| Q1 2022 | $2,093,000 | -12.8% | 39,303 | -8.1% | 0.08% | -2.4% |
| Q4 2021 | $2,400,000 | -5.8% | 42,754 | -4.9% | 0.08% | -39.6% |
| Q3 2021 | $2,548,000 | +7.5% | 44,939 | +7.8% | 0.14% | +6.1% |
| Q2 2021 | $2,371,000 | -2.9% | 41,699 | -3.7% | 0.13% | -12.1% |
| Q1 2021 | $2,443,000 | +11.6% | 43,310 | +15.1% | 0.15% | +3.5% |
| Q4 2020 | $2,190,000 | +32.6% | 37,620 | +33.6% | 0.14% | +14.3% |
| Q3 2020 | $1,652,000 | +1.8% | 28,160 | +2.0% | 0.13% | -8.7% |
| Q2 2020 | $1,622,000 | +9.0% | 27,600 | +9.0% | 0.14% | -10.4% |
| Q1 2020 | $1,488,000 | +11.6% | 25,315 | +4.3% | 0.15% | +40.0% |
| Q4 2019 | $1,333,000 | -3.1% | 24,260 | -2.1% | 0.11% | -13.4% |
| Q3 2019 | $1,376,000 | +3.8% | 24,775 | +2.8% | 0.13% | +4.1% |
| Q2 2019 | $1,325,000 | +81.3% | 24,110 | +77.3% | 0.12% | +56.4% |
| Q1 2017 | $731,000 | +12.5% | 13,595 | +11.7% | 0.08% | +4.0% |
| Q4 2016 | $650,000 | -89.4% | 12,175 | +10.1% | 0.08% | -6.2% |
| Q3 2016 | $6,142,000 | +996.8% | 11,054 | +10.5% | 0.08% | +19.4% |
| Q2 2016 | $560,000 | +30.2% | 10,004 | +28.5% | 0.07% | +26.4% |
| Q1 2016 | $430,000 | +34.0% | 7,784 | +30.1% | 0.05% | +29.3% |
| Q4 2015 | $321,000 | +26.4% | 5,984 | +27.1% | 0.04% | +24.2% |
| Q3 2015 | $254,000 | – | 4,709 | – | 0.03% | – |
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% |