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 | $1,221,963 | +1.9% | 25,489 | +4.8% | 0.01% | +25.0% |
| Q2 2023 | $1,199,086 | +198.4% | 24,332 | +205.4% | 0.00% | +100.0% |
| Q1 2023 | $401,776 | +22573.6% | 7,967 | +22030.6% | 0.00% | – |
| Q4 2022 | $1,772 | -97.4% | 36 | -97.4% | 0.00% | – |
| Q3 2022 | $68,000 | -6.8% | 1,381 | -3.0% | 0.00% | – |
| Q2 2022 | $73,000 | -24.7% | 1,424 | -21.6% | 0.00% | – |
| Q1 2022 | $97,000 | -4.0% | 1,816 | +0.7% | 0.00% | – |
| Q4 2021 | $101,000 | 0.0% | 1,804 | +1.0% | 0.00% | – |
| Q3 2021 | $101,000 | -51.9% | 1,787 | -51.6% | 0.00% | -100.0% |
| Q2 2021 | $210,000 | -0.9% | 3,691 | -1.7% | 0.00% | 0.0% |
| Q1 2021 | $212,000 | +96.3% | 3,753 | +103.0% | 0.00% | – |
| Q4 2020 | $108,000 | -34.5% | 1,849 | -34.3% | 0.00% | -100.0% |
| Q3 2020 | $165,000 | +57.1% | 2,816 | +57.6% | 0.00% | 0.0% |
| Q2 2020 | $105,000 | +320.0% | 1,787 | +320.5% | 0.00% | – |
| Q1 2020 | $25,000 | +8.7% | 425 | 0.0% | 0.00% | – |
| Q4 2019 | $23,000 | -4.2% | 425 | -2.7% | 0.00% | – |
| Q3 2019 | $24,000 | 0.0% | 437 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | 0.0% | 437 | 0.0% | 0.00% | – |
| Q1 2019 | $24,000 | +4.3% | 437 | +2.8% | 0.00% | – |
| Q4 2018 | $23,000 | – | 425 | – | 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% |