SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,913,548 | +6.1% | 2,376,169 | +9.1% | 0.02% | +4.5% |
| Q2 2023 | $107,367,282 | +3.1% | 2,178,719 | +5.5% | 0.02% | 0.0% |
| Q1 2023 | $104,126,805 | -1.0% | 2,064,779 | -3.4% | 0.02% | -8.3% |
| Q4 2022 | $105,193,961 | +344.0% | 2,136,786 | +343.2% | 0.02% | +380.0% |
| Q3 2022 | $23,691,000 | +2.0% | 482,103 | +7.1% | 0.01% | 0.0% |
| Q2 2022 | $23,220,000 | +1037.1% | 450,000 | +1073.7% | 0.01% | – |
| Q1 2022 | $2,042,000 | +327.2% | 38,339 | +352.2% | 0.00% | – |
| Q1 2021 | $478,000 | +7.7% | 8,478 | +2.4% | 0.00% | – |
| Q2 2015 | $444,000 | -56.9% | 8,278 | -56.3% | 0.00% | – |
| Q1 2015 | $1,030,000 | -46.9% | 18,953 | -47.6% | 0.00% | -100.0% |
| Q4 2014 | $1,939,000 | -28.5% | 36,167 | -29.4% | 0.00% | 0.0% |
| Q3 2014 | $2,710,000 | +10.6% | 51,198 | +11.0% | 0.00% | 0.0% |
| Q2 2014 | $2,451,000 | +1.1% | 46,128 | +0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,424,000 | +74.0% | 46,118 | +80.0% | 0.00% | 0.0% |
| Q3 2012 | $1,393,000 | – | 25,618 | – | 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% |