SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 293 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,546 | +25.3% | 73 | +25.9% | 0.00% | – |
| Q1 2024 | $2,831 | +141450.0% | 58 | +52.6% | 0.00% | – |
| Q4 2023 | $2 | -99.2% | 38 | -99.3% | 0.00% | -100.0% |
| Q1 2023 | $258 | +32.3% | 5,117 | +29.4% | 0.03% | +42.9% |
| Q4 2022 | $195 | -99.9% | 3,954 | +27.1% | 0.02% | +23.5% |
| Q3 2022 | $154,000 | +12.4% | 3,111 | +17.3% | 0.02% | -5.6% |
| Q2 2022 | $137,000 | +1.5% | 2,653 | +6.5% | 0.02% | +50.0% |
| Q1 2022 | $135,000 | +3.1% | 2,492 | +7.8% | 0.01% | +9.1% |
| Q4 2021 | $131,000 | +40.9% | 2,311 | +42.0% | 0.01% | +37.5% |
| Q3 2021 | $93,000 | +47.6% | 1,628 | +50.6% | 0.01% | 0.0% |
| Q2 2021 | $63,000 | +57.5% | 1,081 | +46.3% | 0.01% | +33.3% |
| Q1 2021 | $40,000 | -91.4% | 739 | -91.2% | 0.01% | -94.3% |
| Q3 2019 | $466,000 | – | 8,388 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |