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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,799 | -2.9% | 25,914 | +0.1% | 0.08% | -4.5% |
| Q2 2023 | $1,278,732 | -6.5% | 25,901 | -4.4% | 0.09% | -12.7% |
| Q1 2023 | $1,366,956 | +3.2% | 27,106 | +0.7% | 0.10% | -3.8% |
| Q4 2022 | $1,324,582 | +11.5% | 26,906 | +16.8% | 0.11% | -19.1% |
| Q2 2022 | $1,188,000 | +41.6% | 23,030 | +46.2% | 0.13% | +47.2% |
| Q1 2022 | $839,000 | +10387.5% | 15,757 | +10404.7% | 0.09% | +8800.0% |
| Q4 2021 | $8,000 | -80.5% | 150 | -79.1% | 0.00% | -80.0% |
| Q3 2021 | $41,000 | 0.0% | 719 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $41,000 | 0.0% | 719 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $41,000 | -25.5% | 719 | -23.6% | 0.01% | -40.0% |
| Q4 2020 | $55,000 | 0.0% | 941 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $55,000 | – | 941 | – | 0.01% | – |
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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% |