Clean Yield Group - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clean Yield Group ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$4,0000.0%660.0%0.00%0.0%
Q2 2021$4,000
-20.0%
66
-29.8%
0.00%
-50.0%
Q4 2020$5,000
-16.7%
940.0%0.00%0.0%
Q3 2020$6,000940.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2020
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 608,014$30,662,14611.14%
BerganKDV Wealth Management, LLC 1,770,773$89,300,0929.20%
LIBRA WEALTH LLC 271,717$13,702,6887.94%
HC Advisors, LLC 227,517$11,473,7057.09%
Morningstar Investment Management LLC 934,158$47,1107.02%
WestHill Financial Advisors, Inc. 442,569$22,318,7556.68%
Beacon Wealthcare LLC 251,479$12,682,0866.63%
Charles Schwab Investment Advisory, Inc. 76,816,412$3,873,851,6696.17%
FLC Capital Advisors 364,254$18,369,3295.62%
Moisand Fitzgerald Tamayo, LLC 502,831$25,357,7685.42%
View complete list of SCHWAB STRATEGIC TR shareholders