SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,502,033 | +3.9% | 427,664 | +6.8% | 3.86% | +4.7% |
Q2 2023 | $19,725,516 | +0.6% | 400,268 | +3.0% | 3.69% | -1.3% |
Q1 2023 | $19,598,499 | +7.7% | 388,654 | +5.1% | 3.74% | +4.1% |
Q4 2022 | $18,200,329 | +16752.2% | 369,710 | +16735.6% | 3.59% | +14264.0% |
Q3 2022 | $108,000 | -5.3% | 2,196 | -0.3% | 0.02% | 0.0% |
Q2 2022 | $114,000 | -10.9% | 2,203 | -8.6% | 0.02% | +4.2% |
Q1 2022 | $128,000 | -72.3% | 2,411 | -70.7% | 0.02% | -72.4% |
Q4 2021 | $462,000 | +19.1% | 8,230 | +20.4% | 0.09% | +7.4% |
Q3 2021 | $388,000 | +340.9% | 6,837 | +343.1% | 0.08% | +350.0% |
Q2 2021 | $88,000 | +633.3% | 1,543 | +649.0% | 0.02% | +500.0% |
Q1 2021 | $12,000 | 0.0% | 206 | +4.0% | 0.00% | 0.0% |
Q4 2020 | $12,000 | +9.1% | 198 | +3.1% | 0.00% | 0.0% |
Q3 2020 | $11,000 | +10.0% | 192 | +5.5% | 0.00% | 0.0% |
Q2 2020 | $10,000 | 0.0% | 182 | +5.8% | 0.00% | 0.0% |
Q1 2020 | $10,000 | – | 172 | – | 0.00% | – |
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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% |