SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,608 | -99.9% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,900,000 | -30.8% | 250 | -28.6% | 0.01% | -9.1% |
| Q1 2022 | $18,637,000 | -5.2% | 350 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $19,649,000 | -37.0% | 350 | -36.4% | 0.01% | -40.0% |
| Q3 2021 | $31,190,000 | -28.6% | 550 | -26.7% | 0.02% | -37.5% |
| Q4 2020 | $43,665,000 | -0.8% | 750 | 0.0% | 0.03% | -13.5% |
| Q3 2020 | $44,010,000 | -0.2% | 750 | 0.0% | 0.04% | -11.9% |
| Q2 2020 | $44,085,000 | 0.0% | 750 | 0.0% | 0.04% | -14.3% |
| Q1 2020 | $44,085,000 | +7.0% | 750 | 0.0% | 0.05% | +53.1% |
| Q4 2019 | $41,197,000 | -1.1% | 750 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $41,670,000 | -10.8% | 750 | -11.8% | 0.03% | -20.0% |
| Q2 2019 | $46,716,000 | – | 850 | – | 0.04% | – |
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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% |