SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,501,585 | +0.7% | 375,438 | +3.1% | 5.41% | -3.6% |
| Q1 2023 | $18,369,329 | -1.7% | 364,254 | -4.1% | 5.62% | -3.4% |
| Q4 2022 | $18,692,237 | +41.8% | 379,692 | +41.6% | 5.82% | +27.0% |
| Q3 2022 | $13,179,000 | +28.6% | 268,192 | +35.0% | 4.58% | +34.0% |
| Q2 2022 | $10,250,000 | +61.2% | 198,642 | +66.3% | 3.42% | +91.4% |
| Q1 2022 | $6,360,000 | +484.6% | 119,443 | +516.2% | 1.78% | +491.1% |
| Q4 2021 | $1,088,000 | +7.3% | 19,383 | +8.4% | 0.30% | +1.0% |
| Q3 2021 | $1,014,000 | +26.4% | 17,883 | +26.8% | 0.30% | +26.7% |
| Q2 2021 | $802,000 | +77.4% | 14,098 | +75.9% | 0.24% | +67.4% |
| Q1 2021 | $452,000 | -40.2% | 8,015 | -41.1% | 0.14% | -56.1% |
| Q3 2019 | $756,000 | -94.3% | 13,610 | -94.3% | 0.32% | -94.1% |
| Q2 2019 | $13,154,000 | +5.0% | 240,504 | +3.3% | 5.42% | -4.4% |
| Q1 2019 | $12,522,000 | -3.0% | 232,831 | -4.5% | 5.67% | -34.8% |
| Q4 2018 | $12,907,000 | – | 243,765 | – | 8.70% | – |
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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% |