SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,845 | -71.2% | 5,566 | -70.4% | 0.01% | -38.9% |
| Q2 2023 | $926,388 | -57.2% | 18,798 | -56.2% | 0.02% | -85.4% |
| Q1 2023 | $2,166,358 | -75.9% | 42,958 | -76.5% | 0.12% | -55.9% |
| Q4 2022 | $8,998,134 | +36.9% | 182,777 | +36.6% | 0.28% | -50.9% |
| Q3 2022 | $6,574,000 | +890.1% | 133,777 | +939.1% | 0.57% | +932.7% |
| Q2 2022 | $664,000 | -93.0% | 12,874 | -92.8% | 0.06% | -91.9% |
| Q1 2022 | $9,549,000 | +52.9% | 179,319 | +61.1% | 0.68% | +51.0% |
| Q4 2021 | $6,247,000 | +6.7% | 111,276 | +7.7% | 0.45% | -12.0% |
| Q3 2021 | $5,857,000 | +5.9% | 103,282 | +6.2% | 0.51% | +3.3% |
| Q2 2021 | $5,533,000 | +34.2% | 97,293 | +33.2% | 0.49% | +17.1% |
| Q1 2021 | $4,122,000 | +47.4% | 73,070 | +52.1% | 0.42% | +29.2% |
| Q4 2020 | $2,796,000 | +130.3% | 48,029 | +132.2% | 0.32% | +91.2% |
| Q3 2020 | $1,214,000 | +17.5% | 20,685 | +4.8% | 0.17% | -45.3% |
| Q2 2018 | $1,033,000 | +1744.6% | 19,743 | +1745.1% | 0.31% | +1381.0% |
| Q1 2018 | $56,000 | -1.8% | 1,070 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $57,000 | -96.5% | 1,070 | -96.5% | 0.02% | -96.0% |
| Q3 2017 | $1,637,000 | +66.9% | 30,364 | +67.0% | 0.53% | +149.3% |
| Q2 2017 | $981,000 | +22.8% | 18,180 | +22.0% | 0.21% | +25.3% |
| Q1 2017 | $799,000 | -2.6% | 14,902 | -3.1% | 0.17% | -5.0% |
| Q4 2016 | $820,000 | +4.7% | 15,381 | +9.1% | 0.18% | -10.9% |
| Q3 2016 | $783,000 | +2.1% | 14,100 | +2.9% | 0.20% | -1.5% |
| Q2 2016 | $767,000 | -2.2% | 13,696 | -20.7% | 0.20% | -16.7% |
| Q1 2016 | $784,000 | -15.3% | 17,269 | 0.0% | 0.24% | -4.3% |
| Q4 2015 | $926,000 | -30.2% | 17,269 | -29.1% | 0.26% | -35.0% |
| Q3 2015 | $1,327,000 | +1.2% | 24,347 | -0.5% | 0.39% | +14.2% |
| Q2 2015 | $1,311,000 | +28.3% | 24,460 | +30.1% | 0.34% | +23.2% |
| Q1 2015 | $1,022,000 | -0.7% | 18,805 | -2.0% | 0.28% | -9.4% |
| Q4 2014 | $1,029,000 | +1.1% | 19,195 | -0.2% | 0.31% | +2.0% |
| Q3 2014 | $1,018,000 | +22.7% | 19,229 | +23.1% | 0.30% | +27.8% |
| Q2 2014 | $830,000 | +15.1% | 15,626 | +13.9% | 0.24% | -40.3% |
| Q1 2014 | $721,000 | +5.4% | 13,724 | +4.5% | 0.40% | +4.7% |
| Q4 2013 | $684,000 | -89.6% | 13,139 | -90.2% | 0.38% | -33.3% |
| Q3 2011 | $6,574,000 | – | 133,777 | – | 0.57% | – |
Download | ||||||
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% |