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 | $600,449 | -8.8% | 12,525 | -6.2% | 0.10% | -2.8% |
| Q2 2023 | $658,332 | -2.4% | 13,359 | -0.1% | 0.11% | -3.6% |
| Q1 2023 | $674,300 | -0.8% | 13,371 | -3.1% | 0.11% | -1.8% |
| Q4 2022 | $679,522 | +15.0% | 13,803 | +14.8% | 0.11% | +9.8% |
| Q3 2022 | $591,000 | -19.0% | 12,024 | -15.0% | 0.10% | -11.3% |
| Q2 2022 | $730,000 | -4.1% | 14,145 | -1.0% | 0.12% | +11.7% |
| Q1 2022 | $761,000 | -9.4% | 14,293 | -4.5% | 0.10% | -2.8% |
| Q4 2021 | $840,000 | +0.2% | 14,962 | +1.2% | 0.11% | -3.6% |
| Q3 2021 | $838,000 | +1.9% | 14,785 | +2.3% | 0.11% | -14.1% |
| Q2 2021 | $822,000 | -1.7% | 14,459 | -2.4% | 0.13% | -4.5% |
| Q1 2021 | $836,000 | -1.3% | 14,820 | +1.8% | 0.13% | -11.8% |
| Q4 2020 | $847,000 | +13.7% | 14,554 | +14.6% | 0.15% | +4.8% |
| Q3 2020 | $745,000 | +6.7% | 12,698 | +7.0% | 0.14% | +3.6% |
| Q2 2020 | $698,000 | +10.8% | 11,870 | +10.8% | 0.14% | +1.4% |
| Q1 2020 | $630,000 | -2.5% | 10,712 | -8.9% | 0.14% | +14.0% |
| Q4 2019 | $646,000 | +35.1% | 11,756 | +36.7% | 0.12% | +28.7% |
| Q3 2019 | $478,000 | +5.1% | 8,599 | +3.9% | 0.09% | +3.3% |
| Q2 2019 | $455,000 | +23.6% | 8,279 | +21.1% | 0.09% | +12.3% |
| Q1 2019 | $368,000 | +12.2% | 6,835 | +10.3% | 0.08% | +6.6% |
| Q4 2018 | $328,000 | +8.3% | 6,199 | +6.0% | 0.08% | +10.1% |
| Q3 2018 | $303,000 | -2.3% | 5,846 | -1.3% | 0.07% | -4.2% |
| Q2 2018 | $310,000 | 0.0% | 5,924 | +0.4% | 0.07% | 0.0% |
| Q1 2018 | $310,000 | -7.2% | 5,901 | -5.8% | 0.07% | -5.3% |
| Q4 2017 | $334,000 | +0.3% | 6,266 | +1.3% | 0.08% | -5.0% |
| Q3 2017 | $333,000 | -0.3% | 6,185 | 0.0% | 0.08% | -3.6% |
| Q2 2017 | $334,000 | -9.2% | 6,185 | -9.8% | 0.08% | -12.6% |
| Q1 2017 | $368,000 | +2.2% | 6,858 | +1.6% | 0.10% | -1.0% |
| Q4 2016 | $360,000 | +18.0% | 6,748 | +23.0% | 0.10% | +17.1% |
| Q3 2016 | $305,000 | +5.9% | 5,484 | +6.5% | 0.08% | +2.5% |
| Q2 2016 | $288,000 | +13.8% | 5,151 | +12.4% | 0.08% | +9.6% |
| Q1 2016 | $253,000 | -92.2% | 4,584 | -92.4% | 0.07% | -92.6% |
| Q4 2015 | $3,253,000 | -2.8% | 60,682 | -1.2% | 0.98% | -1.4% |
| Q3 2015 | $3,348,000 | -3.3% | 61,431 | -5.0% | 1.00% | +1.3% |
| Q2 2015 | $3,464,000 | +4.2% | 64,631 | +5.7% | 0.98% | +4.5% |
| Q1 2015 | $3,325,000 | +1.4% | 61,159 | 0.0% | 0.94% | -0.5% |
| Q4 2014 | $3,278,000 | +1.3% | 61,159 | 0.0% | 0.95% | -1.8% |
| Q3 2014 | $3,237,000 | -0.4% | 61,159 | 0.0% | 0.96% | -0.3% |
| Q2 2014 | $3,250,000 | +1.1% | 61,159 | 0.0% | 0.97% | -0.5% |
| Q1 2014 | $3,214,000 | +1.1% | 61,159 | +0.2% | 0.97% | -2.6% |
| Q4 2013 | $3,179,000 | -1.6% | 61,045 | -0.2% | 1.00% | -5.5% |
| Q3 2013 | $3,232,000 | +0.1% | 61,170 | -0.2% | 1.06% | -4.9% |
| Q2 2013 | $3,230,000 | – | 61,310 | – | 1.11% | – |
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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% |