SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,800 | -13.9% | 6,029 | -10.9% | 0.05% | -10.5% |
| Q2 2023 | $333,281 | +15.1% | 6,763 | +17.7% | 0.06% | +7.5% |
| Q1 2023 | $289,670 | -22.5% | 5,744 | -24.5% | 0.05% | -38.4% |
| Q3 2022 | $374,000 | +80.7% | 7,607 | +89.8% | 0.09% | +104.8% |
| Q2 2022 | $207,000 | -2.4% | 4,007 | +0.4% | 0.04% | +5.0% |
| Q1 2022 | $212,000 | -4.1% | 3,990 | +1.6% | 0.04% | +48.1% |
| Q4 2021 | $221,000 | -7.9% | 3,928 | -7.1% | 0.03% | -43.8% |
| Q3 2021 | $240,000 | +4.8% | 4,228 | +5.2% | 0.05% | +4.3% |
| Q2 2021 | $229,000 | -5.4% | 4,020 | -14.0% | 0.05% | -42.5% |
| Q3 2018 | $242,000 | -58.3% | 4,674 | -57.8% | 0.08% | -62.6% |
| Q2 2018 | $580,000 | -83.1% | 11,082 | -83.0% | 0.21% | -83.9% |
| Q1 2018 | $3,434,000 | +13.6% | 65,299 | +15.1% | 1.33% | +1.8% |
| Q4 2017 | $3,024,000 | – | 56,717 | – | 1.31% | – |
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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% |