SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,663,479 | +740563.7% | 639,622 | +761354.8% | 0.12% | – |
| Q2 2023 | $4,140 | -100.0% | 84 | -100.0% | 0.00% | -100.0% |
| Q1 2023 | $44,062,809 | +8235.3% | 873,742 | +8036.9% | 0.18% | +9000.0% |
| Q4 2022 | $528,632 | -93.9% | 10,738 | -93.9% | 0.00% | -95.1% |
| Q3 2022 | $8,720,000 | -10.3% | 177,447 | -5.8% | 0.04% | -6.8% |
| Q2 2022 | $9,722,000 | -72.5% | 188,406 | -71.6% | 0.04% | -70.3% |
| Q1 2022 | $35,324,000 | +167.8% | 663,361 | +182.4% | 0.15% | +174.1% |
| Q4 2021 | $13,188,000 | +3.5% | 234,912 | +4.5% | 0.05% | -5.3% |
| Q3 2021 | $12,744,000 | +85.3% | 224,717 | +90.2% | 0.06% | +50.0% |
| Q4 2020 | $6,879,000 | -25.0% | 118,156 | -24.4% | 0.04% | -35.6% |
| Q3 2020 | $9,176,000 | -74.7% | 156,378 | -74.6% | 0.06% | -77.2% |
| Q2 2020 | $36,209,000 | +20.1% | 616,015 | +20.1% | 0.26% | +1.6% |
| Q1 2020 | $30,157,000 | +24.1% | 513,044 | +16.0% | 0.26% | +28.8% |
| Q2 2019 | $24,302,000 | +162.1% | 442,182 | +156.5% | 0.20% | +135.7% |
| Q1 2019 | $9,273,000 | +16760.0% | 172,420 | +16368.0% | 0.08% | +8300.0% |
| Q4 2018 | $55,000 | +587.5% | 1,047 | +566.9% | 0.00% | – |
| Q2 2018 | $8,000 | – | 157 | – | 0.00% | – |
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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% |