SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $283,000 | -14.0% | 5,317 | -9.3% | 0.01% | -12.5% |
| Q4 2021 | $329,000 | -0.9% | 5,862 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $332,000 | -0.3% | 5,862 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $333,000 | +0.6% | 5,862 | 0.0% | 0.02% | -10.0% |
| Q1 2021 | $331,000 | -28.0% | 5,862 | -25.8% | 0.02% | -35.5% |
| Q4 2020 | $460,000 | 0.0% | 7,895 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $460,000 | -1.1% | 7,895 | 0.0% | 0.04% | -30.0% |
| Q2 2020 | $465,000 | +0.2% | 7,895 | 0.0% | 0.05% | -26.5% |
| Q1 2020 | $464,000 | +2.0% | 7,895 | -4.7% | 0.07% | +240.0% |
| Q4 2019 | $455,000 | +4.8% | 8,282 | +4.9% | 0.02% | -62.3% |
| Q3 2019 | $434,000 | +2.1% | 7,895 | 0.0% | 0.05% | -11.7% |
| Q1 2019 | $425,000 | – | 7,895 | – | 0.06% | – |
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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% |