SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,362 | -2.5% | 23,975 | +0.2% | 0.27% | -2.5% |
| Q2 2023 | $1,179,369 | -2.3% | 23,932 | 0.0% | 0.28% | -11.5% |
| Q1 2023 | $1,206,891 | +2.4% | 23,932 | 0.0% | 0.31% | +3.0% |
| Q4 2022 | $1,178,172 | +0.2% | 23,932 | 0.0% | 0.30% | -5.0% |
| Q3 2022 | $1,176,000 | -4.8% | 23,932 | 0.0% | 0.32% | 0.0% |
| Q2 2022 | $1,235,000 | +2.7% | 23,932 | +6.0% | 0.32% | +14.3% |
| Q1 2022 | $1,202,000 | +14.9% | 22,574 | +21.1% | 0.28% | +20.2% |
| Q4 2021 | $1,046,000 | -2.0% | 18,634 | -0.9% | 0.23% | -9.7% |
| Q3 2021 | $1,067,000 | +6.5% | 18,810 | +6.7% | 0.26% | +4.0% |
| Q2 2021 | $1,002,000 | +3.1% | 17,623 | +2.2% | 0.25% | +2.1% |
| Q1 2021 | $972,000 | -2.4% | 17,236 | +0.8% | 0.24% | -6.2% |
| Q4 2020 | $996,000 | – | 17,107 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |