SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,238,718 | -12.1% | 25,839 | -9.6% | 0.02% | -8.3% |
| Q2 2023 | $1,408,648 | +46683.4% | 28,585 | -52.1% | 0.02% | -61.3% |
| Q1 2023 | $3,011 | -47.1% | 59,709 | -48.4% | 0.06% | -60.0% |
| Q4 2022 | $5,693 | -99.9% | 115,650 | +1.3% | 0.16% | -13.4% |
| Q3 2022 | $5,611,000 | +187.7% | 114,180 | +202.1% | 0.18% | +193.4% |
| Q2 2022 | $1,950,000 | +146.5% | 37,799 | +154.3% | 0.06% | +154.2% |
| Q1 2022 | $791,000 | -3.9% | 14,863 | +1.3% | 0.02% | 0.0% |
| Q4 2021 | $823,000 | +2.7% | 14,666 | +3.8% | 0.02% | -7.7% |
| Q3 2021 | $801,000 | +1.4% | 14,126 | +1.7% | 0.03% | -7.1% |
| Q2 2021 | $790,000 | +3.7% | 13,885 | +2.8% | 0.03% | -9.7% |
| Q1 2021 | $762,000 | – | 13,501 | – | 0.03% | – |
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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% |