SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,020,776 | +30.0% | 459,340 | +33.6% | 1.55% | +39.9% |
| Q2 2023 | $16,943,497 | -16.8% | 343,821 | -14.9% | 1.11% | -0.8% |
| Q1 2023 | $20,373,984 | -8.3% | 404,005 | -10.4% | 1.12% | -22.7% |
| Q4 2022 | $22,207,332 | -6.2% | 451,093 | -6.4% | 1.45% | -15.5% |
| Q3 2022 | $23,687,000 | -2.1% | 482,022 | +2.8% | 1.71% | 0.0% |
| Q2 2022 | $24,196,000 | -3.9% | 468,918 | -0.9% | 1.71% | +11.0% |
| Q1 2022 | $25,189,000 | +12.0% | 473,036 | +18.0% | 1.54% | +10.2% |
| Q4 2021 | $22,498,000 | -6.7% | 400,743 | -5.7% | 1.40% | -23.7% |
| Q3 2021 | $24,104,000 | +1.2% | 425,042 | +1.5% | 1.84% | +0.5% |
| Q2 2021 | $23,811,000 | +0.1% | 418,696 | -0.8% | 1.83% | -9.9% |
| Q1 2021 | $23,799,000 | +2.8% | 421,894 | +6.1% | 2.03% | -7.6% |
| Q4 2020 | $23,146,000 | +54.4% | 397,564 | +55.6% | 2.19% | +92.3% |
| Q3 2020 | $14,995,000 | +149.9% | 255,532 | +150.4% | 1.14% | +41.0% |
| Q2 2020 | $6,000,000 | +364.8% | 102,069 | +364.8% | 0.81% | +290.8% |
| Q1 2020 | $1,291,000 | +478.9% | 21,959 | +440.1% | 0.21% | +546.9% |
| Q4 2019 | $223,000 | – | 4,066 | – | 0.03% | – |
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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% |