SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76 | -1.3% | 1,581 | +1.4% | 0.02% | 0.0% |
| Q2 2023 | $77 | -2.5% | 1,559 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $79 | +5.3% | 1,559 | +1.9% | 0.02% | +12.5% |
| Q4 2022 | $75 | -100.0% | 1,530 | -65.9% | 0.02% | -71.9% |
| Q3 2022 | $220,000 | -4.8% | 4,485 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $231,000 | -3.3% | 4,485 | 0.0% | 0.06% | +9.8% |
| Q1 2022 | $239,000 | -2.0% | 4,485 | +3.3% | 0.05% | -1.9% |
| Q4 2021 | $244,000 | +3.4% | 4,341 | +4.3% | 0.05% | -5.5% |
| Q3 2021 | $236,000 | -22.1% | 4,163 | -19.4% | 0.06% | -38.9% |
| Q2 2021 | $303,000 | +34.7% | 5,164 | +29.5% | 0.09% | +73.1% |
| Q1 2021 | $225,000 | -3.0% | 3,988 | 0.0% | 0.05% | -10.3% |
| Q4 2020 | $232,000 | -23.4% | 3,988 | -22.8% | 0.06% | -35.6% |
| Q3 2020 | $303,000 | +35.3% | 5,164 | +35.6% | 0.09% | +26.8% |
| Q2 2020 | $224,000 | -5.1% | 3,809 | -5.3% | 0.07% | -11.2% |
| Q1 2020 | $236,000 | +6.8% | 4,023 | 0.0% | 0.08% | +27.0% |
| Q4 2019 | $221,000 | 0.0% | 4,023 | +1.4% | 0.06% | -8.7% |
| Q3 2019 | $221,000 | +2.8% | 3,969 | +1.2% | 0.07% | +1.5% |
| Q2 2019 | $215,000 | – | 3,921 | – | 0.07% | – |
Download | ||||||
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% |