SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $441 | -2.6% | 9,035 | -2.1% | 0.32% | +1.3% |
| Q1 2024 | $453 | +2.7% | 9,232 | +4.1% | 0.32% | -3.4% |
| Q4 2023 | $441 | -9.6% | 8,866 | -12.8% | 0.33% | -16.0% |
| Q3 2023 | $488 | -20.3% | 10,169 | -18.1% | 0.39% | -16.0% |
| Q2 2023 | $612 | -17.2% | 12,413 | -15.2% | 0.46% | -18.9% |
| Q1 2023 | $739 | +0.7% | 14,645 | -1.8% | 0.57% | -5.0% |
| Q4 2022 | $734 | -99.9% | 14,915 | +1.4% | 0.60% | -1.8% |
| Q3 2022 | $723,000 | -17.4% | 14,712 | -13.3% | 0.61% | -9.3% |
| Q2 2022 | $875,000 | -9.9% | 16,966 | -6.9% | 0.67% | +13.3% |
| Q1 2022 | $971,000 | -11.3% | 18,231 | -6.6% | 0.60% | -6.3% |
| Q4 2021 | $1,095,000 | +5.5% | 19,511 | +6.5% | 0.64% | -5.2% |
| Q3 2021 | $1,038,000 | -3.7% | 18,312 | -3.4% | 0.67% | -6.7% |
| Q2 2021 | $1,078,000 | -99.9% | 18,950 | -11.2% | 0.72% | -15.4% |
| Q1 2021 | $1,204,128,000 | +121775.3% | 21,346 | +25.8% | 0.85% | +12.0% |
| Q4 2020 | $988,000 | +59.4% | 16,962 | +60.6% | 0.76% | +46.9% |
| Q3 2020 | $620,000 | +2.8% | 10,560 | +3.0% | 0.52% | -8.5% |
| Q2 2020 | $603,000 | +4.3% | 10,256 | +4.3% | 0.56% | -13.8% |
| Q1 2020 | $578,000 | +8.9% | 9,829 | +1.6% | 0.65% | +41.9% |
| Q4 2019 | $531,000 | – | 9,673 | – | 0.46% | – |
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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% |