SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,980,885 | +27.6% | 291,633 | +31.1% | 0.67% | +31.3% |
| Q2 2023 | $10,959,033 | +9.1% | 222,383 | +11.7% | 0.51% | -4.9% |
| Q1 2023 | $10,041,570 | +10.7% | 199,119 | +8.1% | 0.53% | +11.5% |
| Q4 2022 | $9,068,657 | +58.4% | 184,210 | +58.1% | 0.48% | +43.4% |
| Q3 2022 | $5,726,000 | +5.9% | 116,530 | +11.2% | 0.33% | +9.9% |
| Q2 2022 | $5,405,000 | +23.3% | 104,755 | +27.3% | 0.30% | +33.9% |
| Q1 2022 | $4,383,000 | +9.9% | 82,306 | +15.9% | 0.23% | +8.1% |
| Q4 2021 | $3,988,000 | +3.8% | 71,033 | +4.8% | 0.21% | -8.7% |
| Q3 2021 | $3,842,000 | -20.4% | 67,748 | -20.2% | 0.23% | -21.5% |
| Q2 2021 | $4,825,000 | +10.5% | 84,849 | +9.6% | 0.29% | +2.4% |
| Q1 2021 | $4,365,000 | -4.5% | 77,390 | -1.4% | 0.29% | -9.2% |
| Q4 2020 | $4,569,000 | -2.1% | 78,481 | -1.3% | 0.32% | -13.2% |
| Q3 2020 | $4,668,000 | +11.1% | 79,546 | +11.3% | 0.36% | +2.3% |
| Q2 2020 | $4,200,000 | +36.5% | 71,447 | +36.4% | 0.36% | +15.3% |
| Q1 2020 | $3,078,000 | +17.1% | 52,364 | +9.4% | 0.31% | +43.9% |
| Q4 2019 | $2,628,000 | +34.3% | 47,857 | +35.9% | 0.21% | +21.6% |
| Q3 2019 | $1,957,000 | +389.2% | 35,222 | +383.8% | 0.18% | +375.7% |
| Q2 2019 | $400,000 | – | 7,280 | – | 0.04% | – |
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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% |