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 2022 | $30,398,000 | +11.5% | 570,858 | +17.5% | 0.72% | +3.4% |
| Q4 2021 | $27,265,000 | -11.3% | 485,667 | -10.4% | 0.70% | -24.2% |
| Q3 2021 | $30,754,000 | +11.7% | 542,295 | +12.0% | 0.92% | -5.8% |
| Q2 2021 | $27,532,000 | +14.7% | 484,118 | +13.7% | 0.98% | -19.3% |
| Q1 2021 | $24,011,000 | +10.4% | 425,646 | +14.0% | 1.21% | -25.5% |
| Q4 2020 | $21,742,000 | +12.8% | 373,440 | +13.7% | 1.62% | -6.9% |
| Q3 2020 | $19,276,000 | +11.6% | 328,488 | +11.8% | 1.74% | -33.1% |
| Q2 2020 | $17,265,000 | +22.5% | 293,730 | +22.0% | 2.60% | -35.8% |
| Q1 2020 | $14,089,000 | +43.1% | 240,832 | +34.4% | 4.05% | -3.9% |
| Q4 2019 | $9,844,000 | +11.0% | 179,206 | +12.2% | 4.21% | -2.8% |
| Q3 2019 | $8,872,000 | +16.0% | 159,682 | +14.7% | 4.33% | +0.7% |
| Q2 2019 | $7,648,000 | +8.1% | 139,164 | +5.8% | 4.30% | -23.3% |
| Q1 2019 | $7,074,000 | +10.4% | 131,531 | +8.7% | 5.61% | -12.8% |
| Q4 2018 | $6,405,000 | – | 120,962 | – | 6.43% | – |
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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% |