SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,913,381 | +521257.2% | 39,912 | +447.0% | 0.01% | +233.3% |
| Q4 2022 | $367 | -99.9% | 7,297 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $356,000 | -31.8% | 7,363 | -27.7% | 0.00% | -25.0% |
| Q2 2022 | $522,000 | +19.2% | 10,177 | +20.6% | 0.00% | +33.3% |
| Q1 2022 | $438,000 | -5.6% | 8,436 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $464,000 | +7.2% | 8,382 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $433,000 | -4.0% | 7,711 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $451,000 | -9.8% | 7,866 | -10.6% | 0.00% | 0.0% |
| Q1 2021 | $500,000 | -0.8% | 8,796 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $504,000 | +1.4% | 8,704 | +2.1% | 0.00% | -25.0% |
| Q3 2020 | $497,000 | +24.9% | 8,523 | +25.9% | 0.00% | +33.3% |
| Q2 2020 | $398,000 | -18.8% | 6,767 | -18.8% | 0.00% | -25.0% |
| Q1 2020 | $490,000 | +2.9% | 8,331 | -2.2% | 0.00% | 0.0% |
| Q4 2019 | $476,000 | -3.3% | 8,515 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $492,000 | +2.1% | 8,876 | +0.8% | 0.00% | 0.0% |
| Q2 2019 | $482,000 | -2.2% | 8,803 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $493,000 | +55.5% | 9,216 | +53.7% | 0.00% | +33.3% |
| Q4 2018 | $317,000 | -11.0% | 5,997 | -13.1% | 0.00% | 0.0% |
| Q3 2018 | $356,000 | – | 6,904 | – | 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% |