SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $882 | +5.0% | 18 | 0.0% | 0.00% | – |
| Q3 2023 | $840 | -2.0% | 18 | +5.9% | 0.00% | – |
| Q2 2023 | $857 | -88.6% | 17 | -88.6% | 0.00% | -100.0% |
| Q1 2023 | $7,516 | +2.6% | 149 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,322 | -86.4% | 149 | -86.5% | 0.00% | -85.7% |
| Q3 2022 | $54,000 | -51.8% | 1,105 | -49.3% | 0.02% | -48.8% |
| Q2 2022 | $112,000 | -3.4% | 2,179 | 0.0% | 0.04% | +10.8% |
| Q1 2022 | $116,000 | -5.7% | 2,179 | -0.8% | 0.04% | -7.5% |
| Q4 2021 | $123,000 | -2.4% | 2,196 | -1.3% | 0.04% | -11.1% |
| Q3 2021 | $126,000 | -25.4% | 2,224 | -25.2% | 0.04% | -28.6% |
| Q2 2021 | $169,000 | -48.8% | 2,975 | -49.1% | 0.06% | -47.5% |
| Q1 2021 | $330,000 | +2.8% | 5,842 | +5.9% | 0.12% | -5.5% |
| Q4 2020 | $321,000 | -0.6% | 5,518 | +0.0% | 0.13% | -11.8% |
| Q3 2020 | $323,000 | -2.7% | 5,516 | -2.6% | 0.14% | -5.3% |
| Q2 2020 | $332,000 | -8.0% | 5,661 | -8.0% | 0.15% | -20.0% |
| Q1 2020 | $361,000 | +2.6% | 6,155 | -4.1% | 0.19% | +7.3% |
| Q4 2019 | $352,000 | -1.4% | 6,420 | -0.1% | 0.18% | +6.0% |
| Q3 2019 | $357,000 | +1.4% | 6,428 | +0.2% | 0.17% | +3.7% |
| Q2 2019 | $352,000 | -50.3% | 6,417 | -7.6% | 0.16% | +6.6% |
| Q1 2019 | $708,000 | +103.4% | 6,943 | +5.6% | 0.15% | -5.6% |
| Q4 2018 | $348,000 | +3.0% | 6,575 | +0.5% | 0.16% | +15.9% |
| Q3 2018 | $338,000 | -20.1% | 6,541 | -19.2% | 0.14% | -22.5% |
| Q2 2018 | $423,000 | -0.5% | 8,092 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $425,000 | -1.2% | 8,092 | +0.3% | 0.18% | +1.1% |
| Q4 2017 | $430,000 | +711.3% | 8,071 | +707.1% | 0.17% | +500.0% |
| Q3 2017 | $53,000 | – | 1,000 | – | 0.03% | – |
Download | ||||||
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% |