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 | $28,765,448 | +827.3% | 600,030 | +853.2% | 11.11% | +754.6% |
| Q2 2023 | $3,101,965 | -5.0% | 62,946 | -2.8% | 1.30% | -18.0% |
| Q1 2023 | $3,266,934 | -9.1% | 64,782 | -11.3% | 1.59% | -17.0% |
| Q4 2022 | $3,594,491 | -10.7% | 73,014 | -10.9% | 1.91% | -18.1% |
| Q3 2022 | $4,025,000 | +17.2% | 81,911 | +23.1% | 2.33% | +29.6% |
| Q2 2022 | $3,434,000 | +11.7% | 66,559 | +15.2% | 1.80% | +24.3% |
| Q1 2022 | $3,075,000 | +9.7% | 57,753 | +12.9% | 1.45% | +9.0% |
| Q4 2021 | $2,802,000 | +453.8% | 51,169 | +467.4% | 1.33% | +404.6% |
| Q3 2021 | $506,000 | +37.9% | 9,018 | +38.7% | 0.26% | -1.5% |
| Q1 2021 | $367,000 | -2.9% | 6,502 | 0.0% | 0.27% | -5.0% |
| Q4 2020 | $378,000 | -0.8% | 6,502 | 0.0% | 0.28% | -10.8% |
| Q3 2020 | $381,000 | +3.8% | 6,502 | +4.2% | 0.32% | -2.2% |
| Q2 2020 | $367,000 | 0.0% | 6,238 | 0.0% | 0.32% | -12.3% |
| Q1 2020 | $367,000 | -97.6% | 6,238 | -97.7% | 0.37% | -97.3% |
| Q4 2019 | $15,122,000 | +20.7% | 275,282 | +22.0% | 13.82% | +4.4% |
| Q3 2019 | $12,533,000 | +4.8% | 225,578 | +3.7% | 13.23% | +1.3% |
| Q2 2019 | $11,955,000 | +139.1% | 217,532 | +134.0% | 13.07% | +116.7% |
| Q1 2019 | $5,000,000 | +757.6% | 92,968 | +744.9% | 6.03% | +636.1% |
| Q4 2018 | $583,000 | – | 11,004 | – | 0.82% | – |
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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% |