SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,991,172 | +209.5% | 250,129 | +218.1% | 0.10% | +212.1% |
| Q2 2023 | $3,874,678 | -1.3% | 78,626 | +1.0% | 0.03% | -15.4% |
| Q1 2023 | $3,924,965 | -4.9% | 77,830 | -7.2% | 0.04% | -15.2% |
| Q4 2022 | $4,127,500 | +87.4% | 83,841 | +87.1% | 0.05% | +64.3% |
| Q3 2022 | $2,202,000 | +151.9% | 44,805 | +164.6% | 0.03% | +133.3% |
| Q2 2022 | $874,000 | +51.2% | 16,936 | +55.9% | 0.01% | +71.4% |
| Q1 2022 | $578,000 | -19.4% | 10,863 | -14.9% | 0.01% | -30.0% |
| Q4 2021 | $717,000 | +12.0% | 12,763 | +13.1% | 0.01% | -9.1% |
| Q3 2021 | $640,000 | – | 11,285 | +187983.3% | 0.01% | – |
| Q2 2021 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q1 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.0% | 0.00% | – |
| Q2 2018 | $5,000 | – | 104 | +10300.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |