SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527 | -2.8% | 11 | 0.0% | 0.00% | – |
| Q2 2023 | $542 | -2.3% | 11 | 0.0% | 0.00% | – |
| Q1 2023 | $555 | +12.8% | 11 | +10.0% | 0.00% | – |
| Q4 2022 | $492 | – | 10 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 10 | -93.3% | 0.00% | – |
| Q2 2022 | $8,000 | -72.4% | 150 | -70.0% | 0.00% | -100.0% |
| Q1 2020 | $29,000 | +1350.0% | 500 | +1288.9% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 36 | +24.1% | 0.00% | – |
| Q3 2018 | $2,000 | +100.0% | 29 | +7.4% | 0.00% | – |
| Q2 2018 | $1,000 | – | 27 | – | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | -75.0% | 110 | -75.7% | 0.00% | -80.0% |
| Q2 2015 | $24,000 | -4.0% | 452 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $25,000 | +4.2% | 452 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $24,000 | +300.0% | 452 | +310.9% | 0.01% | +200.0% |
| Q3 2014 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | – | 110 | – | 0.00% | – |
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% |