SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 293 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $104,000 | +79.3% | 1,853 | +80.3% | 0.01% | +40.0% |
| Q2 2021 | $58,000 | +176.2% | 1,028 | +188.0% | 0.01% | +150.0% |
| Q3 2020 | $21,000 | -50.0% | 357 | -53.6% | 0.00% | -60.0% |
| Q4 2019 | $42,000 | -82.5% | 770 | -82.2% | 0.01% | -83.9% |
| Q3 2019 | $240,000 | +471.4% | 4,315 | +460.4% | 0.03% | +416.7% |
| Q2 2019 | $42,000 | -8.7% | 770 | -10.0% | 0.01% | 0.0% |
| Q1 2019 | $46,000 | +12.2% | 856 | +11.2% | 0.01% | -14.3% |
| Q4 2018 | $41,000 | -6.8% | 770 | -10.0% | 0.01% | +16.7% |
| Q3 2018 | $44,000 | – | 856 | – | 0.01% | – |
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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% |