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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $706,000 | +114.6% | 12,591 | +117.2% | 0.05% | +76.9% |
| Q3 2021 | $329,000 | -0.6% | 5,798 | -0.2% | 0.03% | -3.7% |
| Q2 2021 | $331,000 | +98.2% | 5,810 | +96.0% | 0.03% | +80.0% |
| Q1 2021 | $167,000 | -46.1% | 2,964 | -44.3% | 0.02% | -50.0% |
| Q4 2020 | $310,000 | +146.0% | 5,324 | +147.6% | 0.03% | +114.3% |
| Q3 2020 | $126,000 | +5.9% | 2,150 | +6.6% | 0.01% | -6.7% |
| Q1 2020 | $119,000 | -4.8% | 2,016 | -11.3% | 0.02% | +15.4% |
| Q4 2019 | $125,000 | 0.0% | 2,272 | +0.7% | 0.01% | -7.1% |
| Q3 2019 | $125,000 | 0.0% | 2,256 | -0.5% | 0.01% | +7.7% |
| Q2 2019 | $125,000 | +6.8% | 2,268 | +3.0% | 0.01% | -45.8% |
| Q4 2018 | $117,000 | +244.1% | 2,203 | +248.0% | 0.02% | +242.9% |
| Q3 2014 | $34,000 | – | 633 | – | 0.01% | – |
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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% |