SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,536,494 | -7.5% | 115,487 | -4.9% | 0.28% | -7.2% |
| Q2 2023 | $5,986,455 | +15.7% | 121,478 | +18.4% | 0.31% | -6.7% |
| Q1 2023 | $5,174,017 | +12.4% | 102,598 | +9.8% | 0.33% | +0.9% |
| Q4 2022 | $4,601,577 | -18.5% | 93,471 | -18.6% | 0.33% | -24.2% |
| Q3 2022 | $5,643,000 | -13.6% | 114,839 | -9.3% | 0.43% | -12.4% |
| Q2 2022 | $6,533,000 | -7.7% | 126,606 | -4.7% | 0.49% | +7.4% |
| Q1 2022 | $7,076,000 | +11.4% | 132,878 | +17.5% | 0.46% | +23.5% |
| Q4 2021 | $6,350,000 | +89.1% | 113,110 | +91.0% | 0.37% | +59.5% |
| Q3 2021 | $3,358,000 | +80.7% | 59,221 | +81.3% | 0.23% | +52.6% |
| Q2 2021 | $1,858,000 | +42.7% | 32,663 | +41.6% | 0.15% | +16.0% |
| Q1 2021 | $1,302,000 | – | 23,074 | – | 0.13% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $169,000 | +8350.0% | 3,264 | +10429.0% | 0.06% | +5800.0% |
| Q2 2017 | $2,000 | -95.0% | 31 | -95.9% | 0.00% | -92.9% |
| Q1 2017 | $40,000 | – | 753 | – | 0.01% | – |
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% |