SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,609 | +15.1% | 117,008 | +18.3% | 0.02% | +23.5% |
| Q2 2023 | $4,875 | +18.7% | 98,923 | +21.5% | 0.02% | 0.0% |
| Q1 2023 | $4,107 | -3.7% | 81,442 | -6.0% | 0.02% | 0.0% |
| Q4 2022 | $4,264 | -99.9% | 86,615 | +4.7% | 0.02% | 0.0% |
| Q3 2022 | $4,064,000 | +20.4% | 82,688 | +25.3% | 0.02% | +13.3% |
| Q2 2022 | $3,375,000 | -4.3% | 65,996 | -0.3% | 0.02% | 0.0% |
| Q1 2022 | $3,526,000 | +4.5% | 66,219 | +10.1% | 0.02% | +15.4% |
| Q4 2021 | $3,375,000 | -4.0% | 60,120 | -3.0% | 0.01% | -13.3% |
| Q3 2021 | $3,514,000 | +1.5% | 61,971 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $3,461,000 | +12.2% | 60,861 | +11.3% | 0.02% | 0.0% |
| Q1 2021 | $3,084,000 | +2.8% | 54,666 | +6.1% | 0.02% | +7.1% |
| Q4 2020 | $2,999,000 | +18.1% | 51,513 | +19.1% | 0.01% | 0.0% |
| Q3 2020 | $2,539,000 | +27.7% | 43,261 | +27.8% | 0.01% | +7.7% |
| Q2 2020 | $1,989,000 | +26.9% | 33,846 | +27.0% | 0.01% | +8.3% |
| Q1 2020 | $1,567,000 | +25.9% | 26,660 | +17.7% | 0.01% | +50.0% |
| Q4 2019 | $1,245,000 | -0.6% | 22,660 | +0.6% | 0.01% | -11.1% |
| Q3 2019 | $1,252,000 | +51.2% | 22,535 | +49.6% | 0.01% | +50.0% |
| Q2 2019 | $828,000 | – | 15,065 | – | 0.01% | – |
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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% |