SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $427,898 | -8.0% | 8,683 | -8.1% | 0.01% | -30.8% |
| Q4 2022 | $465,075 | -69.6% | 9,447 | -68.1% | 0.01% | -69.8% |
| Q2 2022 | $1,529,000 | +232.4% | 29,637 | +265.7% | 0.04% | +126.3% |
| Q3 2021 | $460,000 | +74.2% | 8,104 | +68.8% | 0.02% | -42.4% |
| Q2 2019 | $264,000 | -48.5% | 4,800 | -51.5% | 0.03% | -62.9% |
| Q3 2018 | $513,000 | – | 9,900 | – | 0.09% | – |
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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% |