SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,071 | -2.7% | 3,485 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $171,741 | -2.3% | 3,485 | 0.0% | 0.08% | -9.4% |
| Q1 2023 | $175,749 | +2.4% | 3,485 | 0.0% | 0.08% | -3.4% |
| Q4 2022 | $171,567 | +308.5% | 3,485 | +311.0% | 0.09% | +282.6% |
| Q3 2022 | $42,000 | +82.6% | 848 | +88.0% | 0.02% | +91.7% |
| Q2 2022 | $23,000 | -4.2% | 451 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $24,000 | -4.0% | 451 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | -3.8% | 451 | 0.0% | 0.01% | -15.4% |
| Q3 2021 | $26,000 | 0.0% | 451 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 451 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $25,000 | -3.8% | 451 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $26,000 | -3.7% | 451 | -1.5% | 0.02% | -16.7% |
| Q3 2020 | $27,000 | 0.0% | 458 | 0.0% | 0.02% | -10.0% |
| Q2 2020 | $27,000 | 0.0% | 458 | +0.2% | 0.02% | -16.7% |
| Q1 2020 | $27,000 | – | 457 | +7516.7% | 0.02% | – |
| Q4 2019 | $0 | – | 6 | – | 0.00% | – |
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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% |