SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 3.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,256 | +62.2% | 107,779 | +63.1% | 0.02% | +58.3% |
| Q1 2024 | $3,241 | +18.9% | 66,084 | +20.5% | 0.01% | 0.0% |
| Q4 2023 | $2,726 | -34.9% | 54,820 | -37.2% | 0.01% | -40.0% |
| Q3 2023 | $4,187 | -21.2% | 87,335 | -19.0% | 0.02% | -16.7% |
| Q2 2023 | $5,316 | -4.9% | 107,869 | -2.7% | 0.02% | -11.1% |
| Q1 2023 | $5,591 | +8.5% | 110,871 | +5.9% | 0.03% | 0.0% |
| Q4 2022 | $5,153 | -99.9% | 104,674 | -5.3% | 0.03% | -12.9% |
| Q3 2022 | $5,433,000 | -8.3% | 110,559 | -3.7% | 0.03% | -3.1% |
| Q2 2022 | $5,923,000 | -11.5% | 114,792 | -8.6% | 0.03% | +3.2% |
| Q1 2022 | $6,691,000 | +42.2% | 125,661 | +49.9% | 0.03% | +47.6% |
| Q4 2021 | $4,705,000 | +41.1% | 83,810 | +42.5% | 0.02% | +31.2% |
| Q3 2021 | $3,334,000 | -12.1% | 58,794 | -11.9% | 0.02% | -11.1% |
| Q2 2021 | $3,793,000 | -3.2% | 66,700 | -4.0% | 0.02% | -14.3% |
| Q1 2021 | $3,918,000 | -31.4% | 69,461 | -29.2% | 0.02% | -36.4% |
| Q4 2020 | $5,711,000 | -42.7% | 98,086 | -42.3% | 0.03% | -50.7% |
| Q3 2020 | $9,968,000 | -45.2% | 169,874 | -45.1% | 0.07% | -51.1% |
| Q2 2020 | $18,180,000 | +768.6% | 309,294 | +768.5% | 0.14% | +585.0% |
| Q1 2020 | $2,093,000 | -62.8% | 35,612 | -65.2% | 0.02% | -53.5% |
| Q4 2019 | $5,621,000 | +108.4% | 102,325 | +110.8% | 0.04% | +79.2% |
| Q3 2019 | $2,697,000 | +428.8% | 48,543 | +422.6% | 0.02% | +380.0% |
| Q2 2019 | $510,000 | +106.5% | 9,288 | +102.2% | 0.01% | +150.0% |
| Q1 2019 | $247,000 | -84.8% | 4,594 | -85.4% | 0.00% | -87.5% |
| Q3 2018 | $1,629,000 | -34.3% | 31,448 | -33.6% | 0.02% | -38.5% |
| Q2 2018 | $2,479,000 | -18.0% | 47,364 | -17.6% | 0.03% | -23.5% |
| Q1 2018 | $3,023,000 | +13.6% | 57,476 | +15.2% | 0.03% | +9.7% |
| Q4 2017 | $2,660,000 | +5.4% | 49,881 | +6.6% | 0.03% | -8.8% |
| Q3 2017 | $2,524,000 | +17.9% | 46,804 | +18.0% | 0.03% | +9.7% |
| Q2 2017 | $2,140,000 | +25.4% | 39,653 | +24.6% | 0.03% | +6.9% |
| Q1 2017 | $1,706,000 | +44.3% | 31,815 | +43.5% | 0.03% | +31.8% |
| Q4 2016 | $1,182,000 | -5.7% | 22,164 | -1.7% | 0.02% | -4.3% |
| Q3 2016 | $1,253,000 | +430.9% | 22,554 | +435.9% | 0.02% | +360.0% |
| Q2 2016 | $236,000 | -1.3% | 4,209 | -2.9% | 0.01% | 0.0% |
| Q1 2016 | $239,000 | -6.3% | 4,334 | -8.9% | 0.01% | -16.7% |
| Q4 2015 | $255,000 | – | 4,760 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |