SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 1.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $169,964 | -0.6% | 3,485 | 0.0% | 0.07% | -1.5% |
| Q1 2024 | $170,940 | -1.3% | 3,485 | 0.0% | 0.07% | -5.6% |
| Q4 2023 | $173,275 | +3.7% | 3,485 | 0.0% | 0.07% | -6.5% |
| 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. | 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% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |