SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,254,345 | +15.3% | 88,743 | +18.5% | 0.14% | +18.8% |
| Q2 2023 | $3,691,097 | +4.0% | 74,900 | +6.4% | 0.12% | -1.7% |
| Q1 2023 | $3,548,642 | +8.8% | 70,368 | +6.2% | 0.12% | 0.0% |
| Q4 2022 | $3,261,319 | +17.7% | 66,247 | +23.4% | 0.12% | +112.5% |
| Q2 2022 | $2,770,000 | +261.6% | 53,680 | +273.2% | 0.06% | +115.4% |
| Q1 2022 | $766,000 | -47.4% | 14,385 | -44.5% | 0.03% | -43.5% |
| Q4 2021 | $1,455,000 | -58.0% | 25,915 | -57.4% | 0.05% | -66.9% |
| Q2 2021 | $3,461,000 | +154.9% | 60,866 | +152.9% | 0.14% | +73.8% |
| Q1 2021 | $1,358,000 | – | 24,070 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 608,014 | $30,662,146 | 11.14% |
| BerganKDV Wealth Management, LLC | 1,770,773 | $89,300,092 | 9.20% |
| LIBRA WEALTH LLC | 271,717 | $13,702,688 | 7.94% |
| HC Advisors, LLC | 227,517 | $11,473,705 | 7.09% |
| Morningstar Investment Management LLC | 934,158 | $47,110 | 7.02% |
| WestHill Financial Advisors, Inc. | 442,569 | $22,318,755 | 6.68% |
| Beacon Wealthcare LLC | 251,479 | $12,682,086 | 6.63% |
| Charles Schwab Investment Advisory, Inc. | 76,816,412 | $3,873,851,669 | 6.17% |
| FLC Capital Advisors | 364,254 | $18,369,329 | 5.62% |
| Moisand Fitzgerald Tamayo, LLC | 502,831 | $25,357,768 | 5.42% |