SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,628,387 | -14.4% | 75,686 | -12.0% | 0.01% | -9.1% |
| Q2 2023 | $4,237,193 | +3.5% | 85,982 | +6.0% | 0.01% | +10.0% |
| Q1 2023 | $4,092,344 | +138764.7% | 81,149 | +35.6% | 0.01% | +25.0% |
| Q4 2022 | $2,947 | -98.6% | 59,855 | +1274.1% | 0.01% | +700.0% |
| Q3 2022 | $214,000 | -16.4% | 4,356 | -3.1% | 0.00% | 0.0% |
| Q2 2021 | $256,000 | – | 4,494 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |