SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -5.1% | 3,848 | 0.0% | 0.04% | -41.5% |
| Q4 2021 | $216,000 | -50.5% | 3,848 | -50.0% | 0.06% | -73.9% |
| Q3 2021 | $436,000 | -31.4% | 7,696 | -31.2% | 0.25% | +67.1% |
| Q2 2021 | $636,000 | +5.0% | 11,179 | +4.0% | 0.15% | -20.3% |
| Q1 2021 | $606,000 | -5.0% | 10,751 | -2.0% | 0.19% | 0.0% |
| Q4 2020 | $638,000 | -1.5% | 10,967 | -0.7% | 0.19% | +10.0% |
| Q3 2020 | $648,000 | -0.2% | 11,047 | -0.0% | 0.17% | -10.1% |
| Q2 2020 | $649,000 | 0.0% | 11,048 | -0.2% | 0.19% | -9.6% |
| Q1 2020 | $649,000 | -7.9% | 11,068 | -13.7% | 0.21% | +29.0% |
| Q4 2019 | $705,000 | -0.8% | 12,829 | +0.3% | 0.16% | -58.8% |
| Q3 2019 | $711,000 | -3.5% | 12,797 | -4.5% | 0.39% | +1.8% |
| Q2 2019 | $737,000 | +3.7% | 13,396 | +1.3% | 0.39% | -29.2% |
| Q1 2019 | $711,000 | +6.0% | 13,219 | +4.2% | 0.54% | +12.1% |
| Q4 2018 | $671,000 | -3.3% | 12,689 | -5.3% | 0.49% | +10.7% |
| Q3 2018 | $694,000 | -2.7% | 13,405 | -1.7% | 0.44% | -21.9% |
| Q2 2018 | $713,000 | +13.7% | 13,634 | +14.2% | 0.56% | +17.8% |
| Q1 2018 | $627,000 | +10.2% | 11,937 | +11.9% | 0.48% | +1.1% |
| Q4 2017 | $569,000 | – | 10,665 | – | 0.47% | – |
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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% |