SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $6,938,000 | -8.0% | 141,180 | -3.4% | 4.75% | +3.8% |
Q2 2022 | $7,543,000 | -8.5% | 146,176 | -5.6% | 4.58% | +7.1% |
Q1 2022 | $8,244,000 | +11.6% | 154,819 | +17.6% | 4.28% | +23.4% |
Q4 2021 | $7,390,000 | +2.3% | 131,633 | +3.4% | 3.46% | -6.4% |
Q3 2021 | $7,223,000 | +31.7% | 127,363 | +32.1% | 3.70% | +29.7% |
Q2 2021 | $5,484,000 | -2.8% | 96,427 | -3.6% | 2.85% | -9.1% |
Q1 2021 | $5,643,000 | +2.7% | 100,029 | +6.0% | 3.14% | -2.2% |
Q4 2020 | $5,496,000 | -3.8% | 94,407 | -3.1% | 3.21% | -11.6% |
Q3 2020 | $5,714,000 | +23.4% | 97,382 | +23.6% | 3.63% | +9.4% |
Q2 2020 | $4,630,000 | +18.1% | 78,769 | +18.1% | 3.32% | -6.8% |
Q1 2020 | $3,919,000 | +27.7% | 66,677 | +19.4% | 3.56% | +62.2% |
Q4 2019 | $3,068,000 | – | 55,847 | – | 2.19% | – |
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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% |