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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,265 | -2.5% | 8,391 | +0.3% | 0.06% | +1.8% |
| Q2 2023 | $412,375 | +43.5% | 8,368 | +46.8% | 0.06% | +30.2% |
| Q1 2023 | $287,401 | +8.6% | 5,699 | +6.0% | 0.04% | -4.4% |
| Q4 2022 | $264,562 | -13.3% | 5,374 | -13.4% | 0.04% | +7.1% |
| Q3 2022 | $305,000 | -5.9% | 6,208 | -1.3% | 0.04% | -36.4% |
| Q2 2022 | $324,000 | -5.5% | 6,290 | -2.4% | 0.07% | +13.8% |
| Q1 2022 | $343,000 | +2.1% | 6,444 | +7.6% | 0.06% | +7.4% |
| Q4 2021 | $336,000 | +10.9% | 5,987 | +12.0% | 0.05% | -8.5% |
| Q3 2021 | $303,000 | -25.7% | 5,345 | -25.5% | 0.06% | -25.3% |
| Q2 2021 | $408,000 | +24.4% | 7,173 | +23.3% | 0.08% | +3.9% |
| Q1 2021 | $328,000 | -12.5% | 5,817 | -9.7% | 0.08% | -25.5% |
| Q4 2020 | $375,000 | -15.7% | 6,443 | -15.1% | 0.10% | -41.4% |
| Q3 2020 | $445,000 | +15.0% | 7,587 | +15.4% | 0.17% | +24.3% |
| Q2 2020 | $387,000 | +69.0% | 6,577 | +51.9% | 0.14% | +13.8% |
| Q4 2018 | $229,000 | – | 4,330 | – | 0.12% | – |
Download | ||||||
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% |