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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $734,500 | +0.9% | 14,905 | +3.2% | 0.03% | -8.3% |
| Q1 2023 | $728,002 | -58.5% | 14,436 | -60.2% | 0.04% | -64.0% |
| Q3 2022 | $1,754,000 | +41.5% | 36,235 | +64.1% | 0.10% | +17.6% |
| Q4 2021 | $1,240,000 | +124.2% | 22,082 | +130.7% | 0.08% | +18.1% |
| Q4 2020 | $553,000 | +83.7% | 9,570 | +74.4% | 0.07% | +41.2% |
| Q4 2019 | $301,000 | – | 5,487 | – | 0.05% | – |
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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% |