SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,417 | -4.4% | 113 | -1.7% | 0.00% | – |
| Q2 2023 | $5,667 | -62.3% | 115 | -61.4% | 0.00% | – |
| Q1 2023 | $15,028 | +1.8% | 298 | -0.7% | 0.00% | – |
| Q4 2022 | $14,769 | +47.7% | 300 | +52.3% | 0.00% | – |
| Q3 2022 | $10,000 | -44.4% | 197 | -44.5% | 0.00% | – |
| Q2 2022 | $18,000 | +100.0% | 355 | +115.2% | 0.00% | – |
| Q1 2022 | $9,000 | +12.5% | 165 | +14.6% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | -100.0% | 144 | -95.8% | 0.00% | -100.0% |
| Q1 2021 | $192,358,000 | – | 3,410 | +42525.0% | 0.00% | – |
| Q4 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 8 | – | 0.00% | – |
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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% |