SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $448,000 | -9.1% | 8,421 | -4.1% | 0.13% | -7.0% |
| Q4 2021 | $493,000 | -0.2% | 8,777 | +0.7% | 0.14% | -8.9% |
| Q3 2021 | $494,000 | -0.2% | 8,712 | +0.1% | 0.16% | 0.0% |
| Q2 2021 | $495,000 | +0.8% | 8,706 | +0.1% | 0.16% | -4.8% |
| Q1 2021 | $491,000 | -1.4% | 8,699 | +1.8% | 0.16% | -10.3% |
| Q4 2020 | $498,000 | +29.7% | 8,548 | +30.8% | 0.18% | +14.3% |
| Q3 2020 | $384,000 | 0.0% | 6,537 | +0.2% | 0.16% | -15.3% |
| Q2 2020 | $384,000 | +25.1% | 6,526 | +14.2% | 0.19% | +1.1% |
| Q1 2019 | $307,000 | +1.3% | 5,713 | 0.0% | 0.19% | -9.6% |
| Q4 2018 | $303,000 | – | 5,713 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 608,014 | $30,662,146 | 11.14% |
| BerganKDV Wealth Management, LLC | 1,770,773 | $89,300,092 | 9.20% |
| LIBRA WEALTH LLC | 271,717 | $13,702,688 | 7.94% |
| HC Advisors, LLC | 227,517 | $11,473,705 | 7.09% |
| Morningstar Investment Management LLC | 934,158 | $47,110 | 7.02% |
| WestHill Financial Advisors, Inc. | 442,569 | $22,318,755 | 6.68% |
| Beacon Wealthcare LLC | 251,479 | $12,682,086 | 6.63% |
| Charles Schwab Investment Advisory, Inc. | 76,816,412 | $3,873,851,669 | 6.17% |
| FLC Capital Advisors | 364,254 | $18,369,329 | 5.62% |
| Moisand Fitzgerald Tamayo, LLC | 502,831 | $25,357,768 | 5.42% |