SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,484 | -2.7% | 469 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,112 | -2.3% | 469 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $23,652 | +6.5% | 469 | +4.0% | 0.01% | 0.0% |
| Q4 2022 | $22,203 | +0.9% | 451 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $22,000 | -4.3% | 451 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -51.1% | 451 | -49.0% | 0.01% | -46.2% |
| Q1 2022 | $47,000 | -6.0% | 885 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $50,000 | 0.0% | 885 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $50,000 | +4.2% | 885 | +4.2% | 0.02% | 0.0% |
| Q2 2021 | $48,000 | +20.0% | 849 | +20.8% | 0.02% | +13.3% |
| Q1 2021 | $40,000 | +21.2% | 703 | +25.3% | 0.02% | +15.4% |
| Q4 2020 | $33,000 | +57.1% | 561 | +54.5% | 0.01% | +30.0% |
| Q3 2020 | $21,000 | – | 363 | – | 0.01% | – |
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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% |