SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $82,860 | +1927.9% | 1,699 | +1947.0% | 0.00% | – |
Q1 2024 | $4,086 | -63.3% | 83 | -62.9% | 0.00% | -100.0% |
Q4 2023 | $11,137 | +179.9% | 224 | +169.9% | 0.00% | – |
Q3 2023 | $3,979 | -82.6% | 83 | -81.6% | 0.00% | -100.0% |
Q2 2023 | $22,821 | +244.6% | 450 | +254.3% | 0.00% | – |
Q1 2023 | $6,622 | +9638.2% | 127 | -89.1% | 0.00% | -100.0% |
Q4 2022 | $68 | -99.9% | 1,165 | +9.7% | 0.00% | 0.0% |
Q3 2022 | $63,000 | -1.6% | 1,062 | -1.0% | 0.00% | 0.0% |
Q2 2022 | $64,000 | -9.9% | 1,073 | -11.7% | 0.00% | +100.0% |
Q1 2022 | $71,000 | +1675.0% | 1,215 | +1520.0% | 0.00% | – |
Q4 2021 | $4,000 | -92.9% | 75 | -92.5% | 0.00% | -100.0% |
Q3 2021 | $56,000 | +1.8% | 995 | +2.9% | 0.00% | 0.0% |
Q2 2021 | $55,000 | 0.0% | 967 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $55,000 | -15.4% | 967 | -14.0% | 0.00% | -66.7% |
Q4 2020 | $65,000 | -79.0% | 1,124 | -78.7% | 0.00% | -84.2% |
Q3 2020 | $310,000 | +443.9% | 5,289 | +446.9% | 0.02% | +280.0% |
Q2 2020 | $57,000 | -98.9% | 967 | -98.9% | 0.01% | -99.1% |
Q1 2020 | $5,297,000 | – | 90,758 | – | 0.54% | – |
Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q3 2019 | $23,000 | -95.5% | 420 | -95.7% | 0.00% | -93.5% |
Q4 2018 | $514,000 | -1.3% | 9,727 | -3.3% | 0.03% | +47.6% |
Q3 2018 | $521,000 | +14.3% | 10,055 | +15.3% | 0.02% | +10.5% |
Q2 2018 | $456,000 | +1.8% | 8,723 | +3.8% | 0.02% | -5.0% |
Q1 2018 | $448,000 | 0.0% | 8,404 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $448,000 | +578.8% | 8,404 | +586.6% | 0.02% | +566.7% |
Q3 2017 | $66,000 | 0.0% | 1,224 | +0.1% | 0.00% | 0.0% |
Q2 2017 | $66,000 | +8.2% | 1,223 | +7.5% | 0.00% | 0.0% |
Q1 2017 | $61,000 | +154.2% | 1,138 | +158.0% | 0.00% | +200.0% |
Q4 2016 | $24,000 | +50.0% | 441 | +52.1% | 0.00% | 0.0% |
Q3 2016 | $16,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $16,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $16,000 | – | 290 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |