SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $507,000 | -1.0% | 9,024 | 0.0% | 0.11% | -11.7% |
| Q3 2021 | $512,000 | -0.2% | 9,024 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $513,000 | +0.8% | 9,024 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $509,000 | -50.9% | 9,024 | -49.3% | 0.12% | -56.7% |
| Q4 2020 | $1,037,000 | -25.5% | 17,804 | -24.9% | 0.28% | -38.5% |
| Q3 2020 | $1,392,000 | -60.0% | 23,718 | -59.9% | 0.46% | -63.8% |
| Q1 2020 | $3,478,000 | -23.9% | 59,172 | -28.9% | 1.28% | +34.7% |
| Q4 2019 | $4,568,000 | +4.3% | 83,182 | +5.6% | 0.95% | -29.8% |
| Q3 2019 | $4,378,000 | -10.9% | 78,794 | -11.9% | 1.35% | +0.1% |
| Q2 2019 | $4,916,000 | – | 89,453 | – | 1.35% | – |
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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% |