SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,798,982 | -10.1% | 37,976 | -6.6% | 0.00% | -25.0% |
| Q2 2023 | $2,001,920 | +5.1% | 40,642 | +7.7% | 0.00% | -20.0% |
| Q1 2023 | $1,904,506 | -7.5% | 37,751 | -9.4% | 0.01% | 0.0% |
| Q4 2022 | $2,058,064 | -13.0% | 41,684 | -13.7% | 0.01% | -61.5% |
| Q3 2022 | $2,365,000 | -7.5% | 48,285 | -2.6% | 0.01% | +8.3% |
| Q2 2022 | $2,556,000 | -13.7% | 49,568 | -11.3% | 0.01% | +33.3% |
| Q1 2022 | $2,963,000 | +11.3% | 55,869 | +17.0% | 0.01% | 0.0% |
| Q4 2021 | $2,663,000 | – | 47,754 | – | 0.01% | – |
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% |