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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 64 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 67 | +4.7% | 0.00% | -33.3% |
| Q3 2021 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $4,000 | – | 64 | – | 0.00% | – |
Download | ||||||
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% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |
| Your Advocates Ltd., LLP | 185,501 | $8,892,895 | 5.31% |