SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,513 | +854.3% | 594,765 | +880.9% | 0.18% | +872.2% |
| Q2 2023 | $2,988 | +1627.2% | 60,636 | +1669.9% | 0.02% | +1700.0% |
| Q1 2023 | $173 | +18.5% | 3,426 | +15.6% | 0.00% | 0.0% |
| Q4 2022 | $146 | -99.9% | 2,963 | +18.8% | 0.00% | 0.0% |
| Q3 2022 | $123,000 | +623.5% | 2,494 | +660.4% | 0.00% | – |
| Q2 2022 | $17,000 | +41.7% | 328 | +43.2% | 0.00% | – |
| Q1 2022 | $12,000 | -14.3% | 229 | -9.1% | 0.00% | – |
| Q4 2021 | $14,000 | +55.6% | 252 | +52.7% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +80.0% | 165 | +79.3% | 0.00% | – |
| Q4 2018 | $5,000 | -98.0% | 92 | -98.1% | 0.00% | -100.0% |
| Q4 2014 | $255,000 | -8.3% | 4,757 | -9.3% | 0.03% | -22.5% |
| Q3 2014 | $278,000 | +5460.0% | 5,245 | +5479.8% | 0.04% | +3900.0% |
| Q4 2013 | $5,000 | – | 94 | – | 0.00% | – |
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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% |