SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,399,249 | -1.7% | 29,187 | +1.1% | 0.16% | +5.9% |
| Q2 2023 | $1,423,062 | +6.5% | 28,877 | +6.4% | 0.15% | +17.8% |
| Q4 2022 | $1,336,625 | -7.7% | 27,151 | -7.8% | 0.13% | -25.4% |
| Q3 2022 | $1,448,000 | -8.4% | 29,461 | -3.8% | 0.17% | +10.2% |
| Q2 2022 | $1,580,000 | -99.9% | 30,618 | +0.1% | 0.16% | +17.2% |
| Q1 2022 | $1,629,249,000 | -4.7% | 30,596 | +0.5% | 0.13% | -2.9% |
| Q4 2021 | $1,709,502,000 | -0.8% | 30,451 | +0.2% | 0.14% | -8.0% |
| Q3 2021 | $1,724,084,000 | +91851.1% | 30,402 | -7.8% | 0.15% | -36.4% |
| Q2 2021 | $1,875,000 | +6.6% | 32,971 | +5.7% | 0.24% | +26.9% |
| Q1 2021 | $1,759,000 | -9.5% | 31,179 | -6.6% | 0.19% | -24.4% |
| Q4 2020 | $1,944,000 | +6.0% | 33,387 | +6.4% | 0.25% | 0.0% |
| Q3 2020 | $1,834,000 | +24.7% | 31,375 | +25.3% | 0.25% | +3.4% |
| Q2 2020 | $1,471,000 | +12.5% | 25,031 | +12.4% | 0.24% | -13.5% |
| Q1 2020 | $1,308,000 | +7.1% | 22,260 | +0.3% | 0.28% | +31.0% |
| Q4 2019 | $1,221,000 | -7.6% | 22,196 | -13.0% | 0.21% | +11.7% |
| Q3 2018 | $1,321,000 | – | 25,505 | – | 0.19% | – |
Download | ||||||
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% |