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 | $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% | – |
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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% |