SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 358 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $906 | +29.4% | 18,584 | +30.2% | 0.01% | +22.2% |
| Q1 2024 | $700 | -12.3% | 14,278 | -11.0% | 0.01% | -18.2% |
| Q4 2023 | $798 | +61.9% | 16,047 | +55.9% | 0.01% | +37.5% |
| Q3 2023 | $493 | -18.2% | 10,293 | -15.9% | 0.01% | -20.0% |
| Q2 2023 | $603 | -16.7% | 12,232 | -14.8% | 0.01% | -16.7% |
| Q1 2023 | $724 | -99.9% | 14,357 | -45.4% | 0.01% | -47.8% |
| Q4 2022 | $1,294,000 | -100.0% | 26,278 | -67.0% | 0.02% | -70.5% |
| Q3 2022 | $3,914,000,000 | +74708.9% | 79,646 | -21.5% | 0.08% | -22.8% |
| Q2 2022 | $5,232,000 | +14.8% | 101,401 | +18.5% | 0.10% | +26.2% |
| Q1 2022 | $4,557,000 | -99.8% | 85,578 | +76.1% | 0.08% | +66.7% |
| Q4 2021 | $2,729,000,000 | +141006.5% | 48,606 | +42.5% | 0.05% | +23.1% |
| Q3 2021 | $1,934,000 | +37.7% | 34,098 | +38.0% | 0.04% | +30.0% |
| Q2 2021 | $1,405,000 | +4.3% | 24,703 | +3.5% | 0.03% | -9.1% |
| Q1 2021 | $1,347,000 | +101.9% | 23,879 | +108.4% | 0.03% | +73.7% |
| Q4 2020 | $667,000 | +95.6% | 11,458 | +97.1% | 0.02% | +72.7% |
| Q3 2020 | $341,000 | – | 5,812 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |