SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,348,000 | +11.8% | 113,071 | +13.0% | 0.58% | +2.3% |
| Q3 2021 | $5,676,000 | +32.2% | 100,091 | +32.6% | 0.56% | +28.3% |
| Q2 2021 | $4,293,000 | +39.4% | 75,483 | +38.3% | 0.44% | +31.9% |
| Q1 2021 | $3,079,000 | +44.5% | 54,576 | +49.1% | 0.33% | +35.0% |
| Q4 2020 | $2,131,000 | +103.9% | 36,606 | +105.6% | 0.25% | +75.7% |
| Q3 2020 | $1,045,000 | +306.6% | 17,802 | +285.2% | 0.14% | +211.1% |
| Q3 2016 | $257,000 | -71.0% | 4,622 | -71.2% | 0.04% | -75.3% |
| Q1 2016 | $886,000 | -65.1% | 16,040 | -65.6% | 0.18% | -69.1% |
| Q3 2015 | $2,539,000 | +182.4% | 46,585 | +177.7% | 0.59% | +208.4% |
| Q2 2015 | $899,000 | +69.3% | 16,776 | +71.6% | 0.19% | +70.5% |
| Q1 2015 | $531,000 | -61.1% | 9,776 | -61.6% | 0.11% | -23.3% |
| Q4 2014 | $1,364,000 | – | 25,454 | – | 0.15% | – |
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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% |