SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,293 | +3.8% | 26 | 0.0% | 0.00% | – |
| Q3 2023 | $1,246 | -2.7% | 26 | 0.0% | 0.00% | – |
| Q2 2023 | $1,281 | -2.3% | 26 | 0.0% | 0.00% | – |
| Q1 2023 | $1,311 | +2.4% | 26 | 0.0% | 0.00% | – |
| Q4 2022 | $1,280 | +0.2% | 26 | 0.0% | 0.00% | – |
| Q3 2022 | $1,278 | -4.8% | 26 | 0.0% | 0.00% | – |
| Q2 2022 | $1,342 | +9.6% | 26 | +13.0% | 0.00% | – |
| Q1 2022 | $1,225 | -5.1% | 23 | 0.0% | 0.00% | – |
| Q4 2021 | $1,291 | -1.0% | 23 | 0.0% | 0.00% | – |
| Q3 2021 | $1,304 | -0.3% | 23 | 0.0% | 0.00% | – |
| Q2 2021 | $1,308 | +0.8% | 23 | 0.0% | 0.00% | – |
| Q1 2021 | $1,297 | -3.1% | 23 | 0.0% | 0.00% | – |
| Q4 2020 | $1,339 | -0.8% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $1,350 | -0.1% | 23 | 0.0% | 0.00% | – |
| Q2 2020 | $1,352 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2020 | $1,352 | +7.0% | 23 | 0.0% | 0.00% | – |
| Q4 2019 | $1,263 | -1.2% | 23 | 0.0% | 0.00% | – |
| Q3 2019 | $1,278 | +1.1% | 23 | 0.0% | 0.00% | – |
| Q2 2019 | $1,264 | +2.2% | 23 | 0.0% | 0.00% | – |
| Q1 2019 | $1,237 | +1.6% | 23 | 0.0% | 0.00% | – |
| Q4 2018 | $1,218 | +2.3% | 23 | 0.0% | 0.00% | – |
| Q3 2018 | $1,191 | -1.1% | 23 | 0.0% | 0.00% | – |
| Q2 2018 | $1,204 | +186.0% | 23 | +187.5% | 0.00% | – |
| Q1 2018 | $421 | -1.4% | 8 | 0.0% | 0.00% | – |
| Q4 2017 | $427 | -0.9% | 8 | 0.0% | 0.00% | – |
| Q3 2017 | $431 | – | 8 | – | 0.00% | – |
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% |