SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,983,447 | -9.9% | 62,233 | -7.3% | 0.36% | -1.6% |
| Q2 2023 | $3,309,600 | -0.5% | 67,159 | +1.8% | 0.37% | -1.3% |
| Q1 2023 | $3,327,791 | +16.0% | 65,988 | +13.3% | 0.38% | +16.4% |
| Q4 2022 | $2,867,565 | -99.9% | 58,248 | -4.0% | 0.32% | -6.1% |
| Q3 2022 | $2,980,236,000 | -10.0% | 60,648 | -5.5% | 0.34% | -2.5% |
| Q2 2022 | $3,311,460,000 | +75058.0% | 64,176 | -22.4% | 0.35% | -10.6% |
| Q1 2022 | $4,406,000 | -4.2% | 82,745 | +1.0% | 0.40% | +17.2% |
| Q4 2021 | $4,599,000 | +0.7% | 81,915 | +1.8% | 0.34% | -3.4% |
| Q3 2021 | $4,565,000 | +1.6% | 80,500 | +1.8% | 0.35% | +4.2% |
| Q2 2021 | $4,495,000 | -3.4% | 79,039 | -4.2% | 0.34% | -7.5% |
| Q1 2021 | $4,655,000 | -12.5% | 82,524 | -9.7% | 0.36% | -38.0% |
| Q4 2020 | $5,318,000 | -4.0% | 91,342 | -3.3% | 0.58% | -3.2% |
| Q3 2020 | $5,542,000 | +3.2% | 94,437 | +3.4% | 0.60% | +3.1% |
| Q2 2020 | $5,368,000 | +0.5% | 91,327 | -4.6% | 0.58% | +23.9% |
| Q1 2020 | $5,343,000 | -2.6% | 95,778 | -4.1% | 0.47% | -2.3% |
| Q4 2019 | $5,485,000 | -2.2% | 99,853 | -1.1% | 0.48% | -1.0% |
| Q3 2019 | $5,610,000 | +0.4% | 100,967 | -0.6% | 0.49% | +4.3% |
| Q2 2019 | $5,585,000 | -0.1% | 101,619 | -2.3% | 0.47% | +4.2% |
| Q1 2019 | $5,593,000 | -49.4% | 104,004 | -50.1% | 0.45% | -47.7% |
| Q4 2018 | $11,045,000 | -4.3% | 208,587 | -5.8% | 0.86% | +18.6% |
| Q3 2018 | $11,545,000 | -0.8% | 221,377 | -0.5% | 0.72% | +3.3% |
| Q2 2018 | $11,639,000 | +4.5% | 222,421 | +5.0% | 0.70% | +23.4% |
| Q1 2018 | $11,137,000 | +5.8% | 211,771 | +7.3% | 0.57% | +5.6% |
| Q4 2017 | $10,527,000 | +6.3% | 197,436 | +7.5% | 0.54% | -0.9% |
| Q3 2017 | $9,899,000 | +12.5% | 183,581 | +12.6% | 0.54% | +8.4% |
| Q2 2017 | $8,797,000 | +15.2% | 162,991 | +14.5% | 0.50% | +12.8% |
| Q1 2017 | $7,634,000 | – | 142,395 | – | 0.44% | – |
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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% |