SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
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% |