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 2023 | $307,654 | +7.6% | 6,101 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $285,989 | -30.6% | 5,809 | -30.7% | 0.00% | -33.3% |
| Q3 2022 | $412,000 | -70.7% | 8,387 | -69.2% | 0.00% | -72.7% |
| Q2 2022 | $1,404,000 | -74.1% | 27,209 | -73.3% | 0.01% | -70.3% |
| Q1 2022 | $5,423,000 | +186.3% | 101,831 | +201.8% | 0.04% | +184.6% |
| Q4 2021 | $1,894,000 | -51.7% | 33,739 | -51.2% | 0.01% | -59.4% |
| Q3 2021 | $3,922,000 | -65.8% | 69,151 | -65.7% | 0.03% | -68.0% |
| Q2 2021 | $11,462,000 | -10.7% | 201,544 | -11.5% | 0.10% | -23.1% |
| Q1 2021 | $12,840,000 | +8.5% | 227,618 | +12.0% | 0.13% | -3.0% |
| Q4 2020 | $11,834,000 | +16.6% | 203,259 | +17.6% | 0.13% | -7.6% |
| Q3 2020 | $10,146,000 | +89.4% | 172,897 | +89.8% | 0.14% | +74.7% |
| Q2 2020 | $5,356,000 | +1600.3% | 91,111 | +1489.2% | 0.08% | +1085.7% |
| Q4 2019 | $315,000 | – | 5,733 | – | 0.01% | – |
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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% |