SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,565 | -1.8% | 5,206 | +0.9% | 0.02% | 0.0% |
| Q2 2023 | $254,166 | -54.0% | 5,158 | -51.8% | 0.02% | -62.3% |
| Q2 2022 | $553,000 | -2.6% | 10,711 | +0.3% | 0.06% | +10.9% |
| Q1 2022 | $568,000 | -5.0% | 10,675 | +0.2% | 0.06% | +3.8% |
| Q4 2021 | $598,000 | -9.4% | 10,656 | -8.2% | 0.05% | -22.1% |
| Q3 2021 | $660,000 | +0.3% | 11,606 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $658,000 | +0.9% | 11,579 | +0.2% | 0.07% | -29.2% |
| Q1 2021 | $652,000 | -3.0% | 11,557 | +0.2% | 0.10% | -10.3% |
| Q4 2020 | $672,000 | – | 11,537 | – | 0.11% | – |
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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% |