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 | $1,862,006 | +8.6% | 38,840 | +11.6% | 0.00% | 0.0% |
Q2 2023 | $1,714,352 | -1.2% | 34,788 | +1.1% | 0.00% | 0.0% |
Q1 2023 | $1,734,658 | +6.4% | 34,397 | +3.8% | 0.00% | 0.0% |
Q4 2022 | $1,630,841 | +9.1% | 33,126 | +8.9% | 0.00% | -33.3% |
Q3 2022 | $1,495,000 | +20.0% | 30,411 | +25.9% | 0.00% | +50.0% |
Q2 2022 | $1,246,000 | +18.9% | 24,153 | +22.8% | 0.00% | 0.0% |
Q1 2022 | $1,048,000 | -25.0% | 19,671 | -20.9% | 0.00% | 0.0% |
Q4 2021 | $1,397,000 | -3.0% | 24,878 | -2.1% | 0.00% | -33.3% |
Q3 2021 | $1,440,000 | +0.3% | 25,405 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $1,436,000 | +23.1% | 25,253 | +22.1% | 0.00% | +50.0% |
Q1 2021 | $1,167,000 | +49.2% | 20,681 | +53.9% | 0.00% | 0.0% |
Q4 2020 | $782,000 | +24.9% | 13,437 | +26.1% | 0.00% | 0.0% |
Q3 2020 | $626,000 | +119.6% | 10,659 | +119.9% | 0.00% | +100.0% |
Q2 2020 | $285,000 | +26.1% | 4,848 | +26.2% | 0.00% | 0.0% |
Q1 2020 | $226,000 | -15.0% | 3,841 | -20.8% | 0.00% | 0.0% |
Q4 2019 | $266,000 | +0.8% | 4,847 | +2.0% | 0.00% | 0.0% |
Q3 2019 | $264,000 | +55.3% | 4,752 | +53.8% | 0.00% | 0.0% |
Q2 2019 | $170,000 | +188.1% | 3,090 | +179.6% | 0.00% | – |
Q1 2019 | $59,000 | +103.4% | 1,105 | +100.2% | 0.00% | – |
Q4 2018 | $29,000 | +93.3% | 552 | +86.5% | 0.00% | – |
Q3 2018 | $15,000 | +200.0% | 296 | +205.2% | 0.00% | – |
Q2 2018 | $5,000 | +150.0% | 97 | +185.3% | 0.00% | – |
Q1 2018 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q4 2017 | $2,000 | -60.0% | 34 | -63.4% | 0.00% | – |
Q3 2017 | $5,000 | +400.0% | 93 | +416.7% | 0.00% | – |
Q1 2016 | $1,000 | -85.7% | 18 | -86.4% | 0.00% | – |
Q2 2015 | $7,000 | +133.3% | 132 | +131.6% | 0.00% | – |
Q4 2014 | $3,000 | 0.0% | 57 | +3.6% | 0.00% | – |
Q3 2013 | $3,000 | – | 55 | – | 0.00% | – |
Download |
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% |