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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,527,000 | -51.4% | 29,589 | -49.9% | 0.50% | -43.8% |
| Q1 2022 | $3,143,000 | -51.6% | 59,022 | -48.8% | 0.88% | -2.1% |
| Q4 2021 | $6,500,000 | +101.6% | 115,213 | +102.6% | 0.90% | -2.7% |
| Q3 2021 | $3,224,000 | +1.5% | 56,856 | +1.9% | 0.93% | +2.0% |
| Q2 2021 | $3,175,000 | +4.5% | 55,821 | +3.6% | 0.91% | -0.5% |
| Q1 2021 | $3,038,000 | -1.5% | 53,858 | +1.7% | 0.91% | -8.0% |
| Q4 2020 | $3,084,000 | -0.3% | 52,976 | +0.5% | 0.99% | -10.6% |
| Q3 2020 | $3,094,000 | +0.2% | 52,728 | +0.3% | 1.11% | -1.3% |
| Q2 2020 | $3,089,000 | +0.9% | 52,560 | +0.9% | 1.13% | -12.3% |
| Q1 2020 | $3,062,000 | +10.1% | 52,101 | +2.9% | 1.28% | +31.0% |
| Q4 2019 | $2,781,000 | -1.5% | 50,624 | -0.3% | 0.98% | -5.2% |
| Q3 2019 | $2,822,000 | +2.6% | 50,798 | +1.5% | 1.03% | +1.6% |
| Q2 2019 | $2,751,000 | +3.4% | 50,063 | +1.2% | 1.02% | +0.6% |
| Q1 2019 | $2,661,000 | +3.1% | 49,483 | +1.5% | 1.01% | -7.1% |
| Q4 2018 | $2,582,000 | +0.9% | 48,771 | -1.3% | 1.09% | +20.3% |
| Q3 2018 | $2,560,000 | +0.9% | 49,430 | +2.0% | 0.90% | -1.4% |
| Q2 2018 | $2,537,000 | +0.7% | 48,473 | +1.2% | 0.92% | 0.0% |
| Q1 2018 | $2,520,000 | +1.4% | 47,918 | +2.8% | 0.92% | +1.9% |
| Q4 2017 | $2,486,000 | +0.7% | 46,625 | +1.8% | 0.90% | -3.7% |
| Q3 2017 | $2,469,000 | +1.4% | 45,786 | +1.5% | 0.94% | -2.6% |
| Q2 2017 | $2,434,000 | +3.9% | 45,092 | +3.2% | 0.96% | +2.2% |
| Q1 2017 | $2,343,000 | -0.3% | 43,704 | -0.8% | 0.94% | -1.8% |
| Q4 2016 | $2,349,000 | +715.6% | 44,035 | +750.8% | 0.96% | +732.2% |
| Q3 2016 | $288,000 | +1.8% | 5,176 | +2.4% | 0.12% | +1.8% |
| Q2 2016 | $283,000 | +3.7% | 5,057 | +2.1% | 0.11% | +3.7% |
| Q1 2016 | $273,000 | +0.7% | 4,952 | -2.2% | 0.11% | +1.9% |
| Q4 2015 | $271,000 | -3.6% | 5,062 | -1.8% | 0.11% | -5.3% |
| Q3 2015 | $281,000 | +2.9% | 5,153 | +1.2% | 0.11% | +10.8% |
| Q2 2015 | $273,000 | -1.8% | 5,094 | -0.4% | 0.10% | -1.9% |
| Q1 2015 | $278,000 | +1.5% | 5,117 | +0.2% | 0.10% | -2.8% |
| Q4 2014 | $274,000 | -3.2% | 5,109 | -4.6% | 0.11% | -1.8% |
| Q3 2014 | $283,000 | +0.4% | 5,355 | +0.8% | 0.11% | +1.9% |
| Q2 2014 | $282,000 | -13.8% | 5,314 | -14.6% | 0.11% | -16.4% |
| Q1 2014 | $327,000 | +7.9% | 6,226 | +6.9% | 0.13% | +5.8% |
| Q4 2013 | $303,000 | – | 5,826 | – | 0.12% | – |
Download | ||||||
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% |