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 | $1,120,452 | -11.2% | 23,372 | -8.7% | 0.36% | -7.5% |
| Q2 2023 | $1,261,272 | -2.5% | 25,594 | -0.2% | 0.39% | -5.9% |
| Q1 2023 | $1,294,000 | +2.9% | 25,657 | +0.4% | 0.41% | -6.6% |
| Q4 2022 | $1,258,000 | -0.9% | 25,543 | -1.2% | 0.44% | -9.3% |
| Q3 2022 | $1,270,000 | -9.3% | 25,864 | -4.7% | 0.48% | -5.5% |
| Q2 2022 | $1,400,000 | -3.3% | 27,139 | -0.2% | 0.51% | +11.5% |
| Q1 2022 | $1,448,000 | -2.3% | 27,185 | +2.9% | 0.46% | +1.5% |
| Q4 2021 | $1,482,000 | -6.9% | 26,413 | -5.9% | 0.45% | -11.0% |
| Q3 2021 | $1,591,000 | -4.4% | 28,057 | -4.2% | 0.51% | -6.4% |
| Q2 2021 | $1,665,000 | +0.8% | 29,276 | +0.0% | 0.54% | -7.0% |
| Q1 2021 | $1,651,000 | -23.7% | 29,266 | -21.3% | 0.58% | -28.6% |
| Q4 2020 | $2,164,000 | -4.2% | 37,166 | -3.5% | 0.82% | -13.2% |
| Q3 2020 | $2,260,000 | -9.3% | 38,510 | -9.2% | 0.94% | -16.0% |
| Q2 2020 | $2,493,000 | -4.3% | 42,397 | -4.4% | 1.12% | -18.1% |
| Q1 2020 | $2,606,000 | +40.3% | 44,335 | +31.1% | 1.37% | +75.3% |
| Q4 2019 | $1,857,000 | +13.0% | 33,813 | +14.3% | 0.78% | +7.0% |
| Q3 2019 | $1,643,000 | -9.9% | 29,573 | -10.9% | 0.73% | -16.0% |
| Q2 2019 | $1,823,000 | +12.3% | 33,178 | +9.9% | 0.87% | +22.4% |
| Q1 2019 | $1,623,000 | +1.4% | 30,186 | -0.1% | 0.71% | -8.3% |
| Q4 2018 | $1,601,000 | +3.4% | 30,228 | +1.1% | 0.77% | +11.8% |
| Q3 2018 | $1,548,000 | +3.7% | 29,891 | +4.8% | 0.69% | -2.7% |
| Q2 2018 | $1,493,000 | +3.3% | 28,521 | +3.7% | 0.71% | +2.4% |
| Q1 2018 | $1,446,000 | -45.3% | 27,496 | -44.5% | 0.69% | -3.6% |
| Q4 2017 | $2,642,000 | +103.1% | 49,538 | +105.2% | 0.72% | +9.4% |
| Q3 2017 | $1,301,000 | +0.5% | 24,137 | +0.7% | 0.66% | +85.4% |
| Q2 2017 | $1,294,000 | +0.1% | 23,961 | -0.6% | 0.36% | -1.4% |
| Q1 2017 | $1,293,000 | – | 24,116 | – | 0.36% | – |
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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% |