SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,505 | +76.6% | 532 | +81.6% | 0.00% | +100.0% |
| Q2 2023 | $14,440 | -91.4% | 293 | -91.2% | 0.00% | -93.8% |
| Q1 2023 | $168,336 | +2.4% | 3,338 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $164,330 | -47.5% | 3,338 | -47.6% | 0.02% | -51.4% |
| Q3 2022 | $313,000 | -88.3% | 6,376 | -87.7% | 0.04% | -87.5% |
| Q2 2022 | $2,667,000 | +1112.3% | 51,688 | +1149.1% | 0.28% | +1238.1% |
| Q1 2022 | $220,000 | -7.2% | 4,138 | -0.9% | 0.02% | -12.5% |
| Q3 2021 | $237,000 | +0.9% | 4,176 | +1.3% | 0.02% | 0.0% |
| Q2 2021 | $235,000 | +3.5% | 4,124 | +2.6% | 0.02% | -7.7% |
| Q1 2021 | $227,000 | -16.8% | 4,019 | -14.3% | 0.03% | -21.2% |
| Q4 2020 | $273,000 | -10.2% | 4,690 | -9.4% | 0.03% | -17.5% |
| Q3 2020 | $304,000 | +2.7% | 5,174 | +2.7% | 0.04% | -2.4% |
| Q2 2020 | $296,000 | -80.6% | 5,037 | -80.6% | 0.04% | -84.0% |
| Q1 2020 | $1,528,000 | +5.7% | 26,002 | -1.1% | 0.26% | +16.4% |
| Q4 2019 | $1,445,000 | -2.2% | 26,304 | -1.0% | 0.22% | -8.3% |
| Q3 2019 | $1,477,000 | -1.2% | 26,576 | -2.3% | 0.24% | -2.8% |
| Q2 2019 | $1,495,000 | +23.3% | 27,200 | +20.7% | 0.25% | +17.6% |
| Q1 2019 | $1,212,000 | -78.7% | 22,543 | -79.0% | 0.21% | -80.7% |
| Q4 2018 | $5,696,000 | – | 107,578 | – | 1.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |