SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,650 | -5.3% | 14,636 | -2.6% | 0.03% | -13.2% |
| Q2 2023 | $740,580 | +2.3% | 15,028 | +4.7% | 0.04% | -9.5% |
| Q1 2023 | $723,671 | -17.5% | 14,350 | -19.5% | 0.04% | -30.0% |
| Q4 2022 | $877,623 | +214.6% | 17,827 | +213.5% | 0.06% | +185.7% |
| Q3 2022 | $279,000 | +3.7% | 5,686 | +9.2% | 0.02% | 0.0% |
| Q2 2022 | $269,000 | -73.3% | 5,206 | -72.4% | 0.02% | -70.0% |
| Q1 2022 | $1,006,000 | -4.7% | 18,884 | +0.3% | 0.07% | -6.7% |
| Q4 2021 | $1,056,000 | +16.7% | 18,819 | +18.0% | 0.08% | +10.3% |
| Q3 2021 | $905,000 | +27.6% | 15,953 | +27.9% | 0.07% | +21.4% |
| Q2 2021 | $709,000 | -1.0% | 12,471 | -1.7% | 0.06% | -15.2% |
| Q1 2021 | $716,000 | -9.8% | 12,693 | -6.9% | 0.07% | -10.8% |
| Q4 2020 | $794,000 | -8.4% | 13,632 | -7.8% | 0.07% | -24.5% |
| Q3 2020 | $867,000 | +8.1% | 14,782 | +8.3% | 0.10% | -9.3% |
| Q2 2020 | $802,000 | +16.6% | 13,648 | +3.7% | 0.11% | -30.8% |
| Q2 2018 | $688,000 | +11.1% | 13,159 | +11.9% | 0.16% | -1.9% |
| Q1 2018 | $619,000 | – | 11,762 | – | 0.16% | – |
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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% |