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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,000 | 0.0% | 50 | +4.2% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 48 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | -70.0% | 48 | -71.6% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | +25.0% | 169 | +29.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | +33.3% | 131 | +35.1% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -62.5% | 97 | -63.9% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | +220.0% | 269 | +177.3% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | -37.5% | 97 | -30.7% | 0.00% | -100.0% |
| Q1 2019 | $8,000 | +14.3% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | – | 140 | – | 0.00% | – |
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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% |