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 | $737,771 | -2.3% | 14,971 | 0.0% | 0.15% | -11.9% |
| Q1 2023 | $754,988 | +2.4% | 14,971 | 0.0% | 0.17% | -0.6% |
| Q4 2022 | $737,022 | +45.9% | 14,971 | +45.8% | 0.17% | +24.3% |
| Q3 2022 | $505,000 | -35.3% | 10,271 | -32.1% | 0.14% | -37.3% |
| Q2 2022 | $780,000 | -7.1% | 15,118 | -4.2% | 0.22% | +8.0% |
| Q1 2022 | $840,000 | +3.7% | 15,778 | +9.4% | 0.20% | +3.1% |
| Q4 2021 | $810,000 | -41.5% | 14,428 | -40.9% | 0.20% | -49.1% |
| Q3 2021 | $1,385,000 | 0.0% | 24,428 | -0.5% | 0.38% | -16.0% |
| Q1 2021 | $1,385,000 | +21.7% | 24,550 | +25.6% | 0.46% | +12.0% |
| Q4 2020 | $1,138,000 | +44.2% | 19,550 | +45.4% | 0.41% | +19.4% |
| Q3 2020 | $789,000 | -0.1% | 13,445 | 0.0% | 0.34% | -9.8% |
| Q2 2020 | $790,000 | 0.0% | 13,445 | 0.0% | 0.38% | -13.7% |
| Q1 2020 | $790,000 | +6.9% | 13,445 | 0.0% | 0.44% | +25.1% |
| Q4 2019 | $739,000 | +2.6% | 13,445 | +3.8% | 0.35% | -3.8% |
| Q3 2019 | $720,000 | – | 12,950 | – | 0.36% | – |
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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% |