SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,180,320 | -2.0% | 87,199 | +0.8% | 0.70% | +1.9% |
| Q2 2023 | $4,264,691 | -0.4% | 86,540 | +2.0% | 0.69% | -4.3% |
| Q1 2023 | $4,279,792 | +7.8% | 84,866 | +5.2% | 0.72% | +7.3% |
| Q4 2022 | $3,970,350 | -1.9% | 80,649 | -2.1% | 0.67% | -12.2% |
| Q3 2022 | $4,049,000 | +1.6% | 82,404 | +6.7% | 0.76% | +8.4% |
| Q2 2022 | $3,986,000 | +2.0% | 77,244 | +5.3% | 0.70% | +17.9% |
| Q1 2022 | $3,906,000 | +6.8% | 73,352 | +12.6% | 0.60% | +7.4% |
| Q4 2021 | $3,658,000 | +19.5% | 65,164 | +20.8% | 0.56% | -3.8% |
| Q3 2021 | $3,060,000 | +13.0% | 53,959 | +13.3% | 0.58% | -1.9% |
| Q2 2021 | $2,708,000 | +3.6% | 47,624 | +2.8% | 0.59% | -2.8% |
| Q1 2021 | $2,614,000 | +18.8% | 46,340 | +22.6% | 0.61% | +8.4% |
| Q4 2020 | $2,201,000 | +24.4% | 37,803 | +25.3% | 0.56% | +10.9% |
| Q3 2020 | $1,770,000 | – | 30,161 | – | 0.50% | – |
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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% |