SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,001,203 | +8.9% | 959,558 | +12.0% | 6.13% | +20.8% |
| Q2 2023 | $42,225,925 | +17.4% | 856,857 | +17.3% | 5.07% | +7.8% |
| Q1 2023 | $35,968,848 | +90424.1% | 730,629 | -9.6% | 4.71% | -10.0% |
| Q4 2022 | $39,734 | -99.9% | 808,578 | 0.0% | 5.23% | 0.0% |
| Q3 2022 | $39,734,000 | +46.5% | 808,578 | +53.9% | 5.23% | +57.1% |
| Q2 2022 | $27,116,000 | +27.9% | 525,509 | +31.9% | 3.33% | +46.8% |
| Q1 2022 | $21,209,000 | – | 398,299 | – | 2.27% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $24,972,000 | – | 471,610 | – | 4.46% | – |
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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% |