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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $323,965 | -74.1% | 6,424 | -74.7% | 0.07% | -76.3% |
| Q4 2022 | $1,251,725 | -7.3% | 25,426 | -7.6% | 0.28% | -7.0% |
| Q3 2022 | $1,351,000 | -10.3% | 27,511 | -5.8% | 0.30% | -4.8% |
| Q2 2022 | $1,506,000 | +0.3% | 29,190 | +12.6% | 0.32% | -27.4% |
| Q4 2020 | $1,501,000 | +10.9% | 25,935 | +12.0% | 0.43% | -4.4% |
| Q3 2020 | $1,353,000 | +41.8% | 23,165 | +41.8% | 0.45% | +9.1% |
| Q1 2020 | $954,000 | -1.4% | 16,332 | -7.4% | 0.42% | +23.4% |
| Q4 2019 | $968,000 | +8.3% | 17,630 | +9.5% | 0.34% | +0.6% |
| Q3 2019 | $894,000 | -12.7% | 16,099 | -13.6% | 0.34% | -14.1% |
| Q2 2019 | $1,024,000 | +4.3% | 18,643 | +2.1% | 0.39% | +2.9% |
| Q1 2019 | $982,000 | +5.8% | 18,262 | +4.2% | 0.38% | -6.4% |
| Q4 2018 | $928,000 | – | 17,521 | – | 0.40% | – |
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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% |