SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,513,000 | -2.7% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $71,456,001 | -2.3% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $73,123,501 | -48.9% | 1,450,000 | -50.0% | 0.00% | 0.0% |
| Q4 2022 | $143,086,002 | +100.8% | 2,900,000 | +100.0% | 0.00% | -20.0% |
| Q3 2022 | $71,253,000 | -4.8% | 1,450,000 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $74,820,000 | -3.1% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $77,213,000 | -5.1% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $81,403,000 | -0.9% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $82,143,000 | -0.4% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $82,462,000 | +0.8% | 1,450,000 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $81,795,000 | -3.1% | 1,450,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $84,444,000 | -0.8% | 1,450,000 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $85,086,000 | -0.2% | 1,450,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $85,231,000 | 0.0% | 1,450,000 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $85,231,000 | +7.0% | 1,450,000 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $79,649,000 | -1.1% | 1,450,000 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $80,562,000 | +1.1% | 1,450,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,692,000 | – | 1,450,000 | – | 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% |