SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218,913 | +2.6% | 4,341 | +0.1% | 0.16% | -1.9% |
| Q4 2022 | $213,463 | +0.2% | 4,336 | +0.2% | 0.16% | -1.9% |
| Q3 2022 | $213,000 | -4.5% | 4,327 | +0.1% | 0.16% | +3.8% |
| Q2 2022 | $223,000 | -3.0% | 4,322 | +0.1% | 0.16% | +30.0% |
| Q1 2022 | $230,000 | -10.5% | 4,318 | -4.7% | 0.12% | -5.5% |
| Q3 2021 | $257,000 | -44.3% | 4,529 | -44.6% | 0.13% | -53.6% |
| Q1 2021 | $461,000 | -3.4% | 8,181 | -0.2% | 0.27% | -12.2% |
| Q4 2020 | $477,000 | +50.9% | 8,199 | +52.1% | 0.31% | +19.5% |
| Q3 2020 | $316,000 | +39.2% | 5,389 | +39.3% | 0.26% | +23.7% |
| Q2 2020 | $227,000 | +0.4% | 3,868 | +0.3% | 0.21% | -2.3% |
| Q1 2020 | $226,000 | – | 3,857 | – | 0.22% | – |
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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% |