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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,780,349 | +70.6% | 120,565 | +75.3% | 0.02% | +77.8% |
| Q2 2023 | $3,388,047 | +110947.1% | 68,758 | +13.6% | 0.01% | 0.0% |
| Q1 2023 | $3,051 | -1.1% | 60,507 | -3.5% | 0.01% | -10.0% |
| Q4 2022 | $3,086 | -99.8% | 62,687 | +85.5% | 0.01% | +42.9% |
| Q3 2022 | $1,660,000 | -1.5% | 33,790 | +3.4% | 0.01% | 0.0% |
| Q2 2022 | $1,686,000 | +15.6% | 32,676 | +19.3% | 0.01% | +16.7% |
| Q1 2022 | $1,458,000 | -19.1% | 27,379 | -14.7% | 0.01% | -25.0% |
| Q4 2021 | $1,802,000 | +164.2% | 32,091 | +166.9% | 0.01% | +100.0% |
| Q3 2021 | $682,000 | -5.3% | 12,025 | -8.2% | 0.00% | -55.6% |
| Q2 2019 | $720,000 | +71900.0% | 13,096 | +76935.3% | 0.01% | – |
| Q3 2016 | $1,000 | – | 17 | – | 0.00% | – |
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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% |