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 | $469,000 | -5.3% | 8,813 | 0.0% | 0.07% | -24.5% |
Q4 2021 | $495,000 | -1.0% | 8,813 | 0.0% | 0.10% | -14.0% |
Q3 2021 | $500,000 | -33.2% | 8,813 | -33.1% | 0.11% | -44.4% |
Q2 2021 | $749,000 | -26.3% | 13,173 | -26.9% | 0.20% | -38.3% |
Q1 2021 | $1,016,000 | +260.3% | 18,009 | +272.4% | 0.33% | +260.9% |
Q4 2020 | $282,000 | -0.7% | 4,836 | 0.0% | 0.09% | -20.7% |
Q3 2020 | $284,000 | 0.0% | 4,836 | 0.0% | 0.12% | -8.7% |
Q2 2020 | $284,000 | 0.0% | 4,836 | 0.0% | 0.13% | -31.4% |
Q1 2020 | $284,000 | +6.8% | 4,836 | 0.0% | 0.18% | +24.2% |
Q4 2019 | $266,000 | -1.1% | 4,836 | 0.0% | 0.15% | -6.3% |
Q3 2019 | $269,000 | +1.1% | 4,836 | 0.0% | 0.16% | -3.6% |
Q2 2019 | $266,000 | +2.3% | 4,836 | 0.0% | 0.16% | -1.8% |
Q1 2019 | $260,000 | +1.6% | 4,836 | 0.0% | 0.17% | +366.7% |
Q4 2018 | $256,000 | +2.4% | 4,836 | 0.0% | 0.04% | +2.9% |
Q3 2018 | $250,000 | -1.2% | 4,836 | 0.0% | 0.04% | -14.6% |
Q2 2018 | $253,000 | -5.9% | 4,836 | -5.5% | 0.04% | -2.4% |
Q1 2018 | $269,000 | -1.5% | 5,117 | 0.0% | 0.04% | +2.4% |
Q4 2017 | $273,000 | -1.1% | 5,117 | 0.0% | 0.04% | -18.0% |
Q3 2017 | $276,000 | 0.0% | 5,117 | 0.0% | 0.05% | +2.0% |
Q2 2017 | $276,000 | +0.7% | 5,117 | 0.0% | 0.05% | +2.1% |
Q1 2017 | $274,000 | +0.4% | 5,117 | 0.0% | 0.05% | -12.7% |
Q4 2016 | $273,000 | +2.6% | 5,117 | +6.8% | 0.06% | -8.3% |
Q3 2016 | $266,000 | 0.0% | 4,792 | +0.7% | 0.06% | -9.1% |
Q2 2016 | $266,000 | +6.4% | 4,758 | +5.1% | 0.07% | +3.1% |
Q1 2016 | $250,000 | -5.7% | 4,528 | -8.4% | 0.06% | -3.0% |
Q4 2015 | $265,000 | -2.9% | 4,945 | -1.3% | 0.07% | -2.9% |
Q3 2015 | $273,000 | -0.4% | 5,012 | -2.0% | 0.07% | +11.5% |
Q2 2015 | $274,000 | – | 5,113 | – | 0.06% | – |
Download |
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% |