SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $63,644 | +431.8% | 1,305 | +434.8% | 0.00% | – |
Q1 2024 | $11,968 | +4706.4% | 244 | +4780.0% | 0.00% | – |
Q4 2023 | $249 | -61.1% | 5 | -61.5% | 0.00% | – |
Q4 2022 | $640 | -36.0% | 13 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 13 | +8.3% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | – | 12 | – | 0.00% | – |
Download |
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% |