SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 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. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |
| Your Advocates Ltd., LLP | 185,501 | $8,892,895 | 5.31% |