SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 293 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,909 | +22.4% | 265 | +23.3% | 0.00% | – |
| Q1 2024 | $10,546 | -1.3% | 215 | 0.0% | 0.00% | – |
| Q4 2023 | $10,690 | +3.7% | 215 | 0.0% | 0.00% | – |
| Q3 2023 | $10,307 | -80.5% | 215 | -79.9% | 0.00% | -100.0% |
| Q2 2023 | $52,779 | +386.8% | 1,071 | +398.1% | 0.00% | – |
| Q1 2023 | $10,842 | -30.5% | 215 | -32.2% | 0.00% | – |
| Q4 2022 | $15,606 | +41.9% | 317 | +47.4% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 215 | -8.1% | 0.00% | – |
| Q1 2022 | $12,000 | 0.0% | 234 | +8.8% | 0.00% | – |
| Q4 2021 | $12,000 | +500.0% | 215 | +437.5% | 0.00% | – |
| Q2 2021 | $2,000 | -66.7% | 40 | -64.3% | 0.00% | – |
| Q2 2018 | $6,000 | – | 112 | +11100.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 1 | -92.9% | 0.00% | – |
| Q2 2017 | $1,000 | – | 14 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |