SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,962 | +14.6% | 82,652 | +17.9% | 0.94% | +16.8% |
| Q2 2023 | $3,456 | +21.2% | 70,128 | +24.0% | 0.80% | +15.4% |
| Q1 2023 | $2,851 | +6.7% | 56,537 | +4.2% | 0.70% | -1.0% |
| Q4 2022 | $2,672 | -99.9% | 54,269 | +19.3% | 0.70% | +4.8% |
| Q3 2022 | $2,235,000 | +49.6% | 45,479 | +57.0% | 0.67% | +52.8% |
| Q2 2022 | $1,494,000 | +67.1% | 28,960 | +72.5% | 0.44% | +68.8% |
| Q1 2022 | $894,000 | +17780.0% | 16,787 | +17950.5% | 0.26% | +12900.0% |
| Q4 2021 | $5,000 | 0.0% | 93 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | -16.7% | 93 | -10.6% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 104 | -9.6% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | -84.2% | 115 | -82.4% | 0.01% | -82.8% |
| Q4 2020 | $38,000 | 0.0% | 652 | +0.2% | 0.03% | -6.5% |
| Q3 2020 | $38,000 | +11.8% | 651 | +11.7% | 0.03% | +10.7% |
| Q2 2020 | $34,000 | +6.2% | 583 | +7.2% | 0.03% | -15.2% |
| Q1 2020 | $32,000 | +1500.0% | 544 | +1165.1% | 0.03% | +725.0% |
| Q4 2019 | $2,000 | 0.0% | 43 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $2,000 | – | 42 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |