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 | $8,076,988 | -1.7% | 166,777 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $8,214,598 | +12.1% | 164,555 | +11.5% | 0.00% | 0.0% |
| Q4 2022 | $7,330,278 | -0.4% | 147,520 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $7,361,000 | +53.5% | 146,836 | +56.3% | 0.00% | +50.0% |
| Q2 2022 | $4,795,000 | -11.8% | 93,961 | -8.3% | 0.00% | -33.3% |
| Q1 2022 | $5,437,000 | -75.3% | 102,459 | -73.9% | 0.00% | -75.0% |
| Q4 2021 | $22,030,000 | +313.6% | 392,206 | +317.4% | 0.01% | +500.0% |
| Q3 2021 | $5,327,000 | +2.3% | 93,957 | +2.6% | 0.00% | -33.3% |
| Q2 2021 | $5,206,000 | +302.9% | 91,615 | +301.7% | 0.00% | +200.0% |
| Q1 2021 | $1,292,000 | +5.5% | 22,807 | +7.5% | 0.00% | 0.0% |
| Q4 2020 | $1,225,000 | -11.1% | 21,223 | -9.9% | 0.00% | 0.0% |
| Q3 2020 | $1,378,000 | +9.7% | 23,559 | +10.2% | 0.00% | 0.0% |
| Q2 2020 | $1,256,000 | -12.2% | 21,377 | -12.4% | 0.00% | -50.0% |
| Q1 2020 | $1,431,000 | -21.3% | 24,398 | -26.3% | 0.00% | +100.0% |
| Q4 2019 | $1,819,000 | +1.4% | 33,111 | +2.6% | 0.00% | -50.0% |
| Q3 2019 | $1,794,000 | +7.9% | 32,286 | +6.8% | 0.00% | +100.0% |
| Q2 2019 | $1,662,000 | +22.3% | 30,233 | +19.6% | 0.00% | 0.0% |
| Q1 2019 | $1,359,000 | +14.1% | 25,275 | +12.4% | 0.00% | 0.0% |
| Q4 2018 | $1,191,000 | -5.1% | 22,478 | -7.2% | 0.00% | 0.0% |
| Q3 2018 | $1,255,000 | +3.5% | 24,232 | +4.6% | 0.00% | 0.0% |
| Q2 2018 | $1,212,000 | -21.2% | 23,168 | -20.8% | 0.00% | 0.0% |
| Q1 2018 | $1,539,000 | -37.1% | 29,265 | -36.2% | 0.00% | -50.0% |
| Q4 2017 | $2,446,000 | -3.6% | 45,876 | -2.6% | 0.00% | 0.0% |
| Q3 2017 | $2,538,000 | +0.1% | 47,077 | +0.2% | 0.00% | 0.0% |
| Q2 2017 | $2,536,000 | +22.2% | 46,984 | +21.3% | 0.00% | 0.0% |
| Q1 2017 | $2,076,000 | +4.6% | 38,720 | +4.5% | 0.00% | 0.0% |
| Q4 2016 | $1,984,000 | +1864.4% | 37,053 | +1948.3% | 0.00% | – |
| Q3 2016 | $101,000 | +114.9% | 1,809 | +114.1% | 0.00% | – |
| Q2 2016 | $47,000 | – | 845 | – | 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% |