SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |