SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,128,481 | +2.3% | 169,555 | +5.2% | 3.00% | +4.8% |
| Q2 2023 | $7,946,195 | -0.3% | 161,246 | +2.0% | 2.87% | -3.4% |
| Q1 2023 | $7,968,714 | +101025.8% | 158,015 | -1.3% | 2.97% | -20.6% |
| Q4 2022 | $7,880 | -99.9% | 160,061 | -3.9% | 3.74% | -1.5% |
| Q3 2022 | $8,187,000 | -6.5% | 166,612 | +10.7% | 3.79% | -2.8% |
| Q4 2020 | $8,760,000 | +12.0% | 150,460 | +12.9% | 3.90% | -0.4% |
| Q3 2020 | $7,824,000 | +9.6% | 133,325 | +9.8% | 3.92% | -23.2% |
| Q1 2020 | $7,136,000 | -8.9% | 121,408 | -14.4% | 5.10% | +10.0% |
| Q3 2019 | $7,833,000 | +4.6% | 141,910 | +4.1% | 4.64% | -2.5% |
| Q2 2019 | $7,485,000 | +4.8% | 136,321 | +1.0% | 4.75% | -12.2% |
| Q4 2018 | $7,145,000 | +3.9% | 134,934 | +1.7% | 5.41% | +24.0% |
| Q3 2018 | $6,875,000 | -3.4% | 132,739 | -2.4% | 4.36% | -12.7% |
| Q2 2018 | $7,117,000 | -4.1% | 136,010 | -3.8% | 5.00% | -8.5% |
| Q1 2018 | $7,425,000 | +1.8% | 141,324 | +3.3% | 5.47% | -0.2% |
| Q4 2017 | $7,294,000 | – | 136,791 | – | 5.48% | – |
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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% |