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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,270 | +3.0% | 485,402 | +5.9% | 1.91% | +9.0% |
| Q2 2023 | $22,587 | -2.6% | 458,334 | -0.3% | 1.75% | -7.3% |
| Q1 2023 | $23,189 | +11.3% | 459,833 | +8.7% | 1.89% | +6.1% |
| Q4 2022 | $20,835 | -99.9% | 423,219 | -2.4% | 1.78% | -12.1% |
| Q3 2022 | $21,310,000 | -6.8% | 433,656 | -2.2% | 2.02% | +0.6% |
| Q2 2022 | $22,872,000 | -5.2% | 443,246 | -2.2% | 2.01% | +6.2% |
| Q1 2022 | $24,133,000 | -4.1% | 453,211 | +1.2% | 1.89% | -3.3% |
| Q4 2021 | $25,152,000 | +13.5% | 448,026 | +14.6% | 1.96% | +6.1% |
| Q3 2021 | $22,165,000 | +17.2% | 390,845 | +17.5% | 1.84% | +16.5% |
| Q2 2021 | $18,911,000 | +17.0% | 332,531 | +16.0% | 1.58% | +17.5% |
| Q1 2021 | $16,169,000 | +23.6% | 286,640 | +27.6% | 1.35% | +6.6% |
| Q4 2020 | $13,082,000 | +16.9% | 224,695 | +17.9% | 1.26% | -4.1% |
| Q3 2020 | $11,186,000 | +1.0% | 190,635 | +1.2% | 1.32% | -4.9% |
| Q2 2020 | $11,076,000 | +6.3% | 188,426 | +6.3% | 1.39% | -10.8% |
| Q1 2020 | $10,421,000 | -9.8% | 177,280 | -15.7% | 1.55% | +7.4% |
| Q4 2019 | $11,550,000 | +64.2% | 210,262 | +66.1% | 1.45% | +51.0% |
| Q3 2019 | $7,034,000 | +76.7% | 126,596 | +74.8% | 0.96% | +71.7% |
| Q2 2019 | $3,980,000 | – | 72,412 | – | 0.56% | – |
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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% |