SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,150 | -60.9% | 994 | +1928.6% | 0.00% | -99.7% |
| Q2 2023 | $120,547 | +368.5% | 49 | -2.0% | 0.33% | -58.6% |
| Q1 2023 | $25,732 | -70.7% | 50 | +2.0% | 0.79% | +73.1% |
| Q4 2022 | $87,840 | -99.6% | 49 | -94.1% | 0.46% | -39.8% |
| Q3 2022 | $22,523,000 | -4.8% | 833 | -5.8% | 0.76% | +3.5% |
| Q2 2022 | $23,650,000 | -10.3% | 884 | -1.9% | 0.74% | -0.5% |
| Q1 2022 | $26,355,000 | +1.4% | 901 | -23.4% | 0.74% | +25.9% |
| Q4 2021 | $26,002,000 | +45517.5% | 1,176 | +153.4% | 0.59% | +2074.1% |
| Q3 2021 | $57,000 | 0.0% | 464 | -0.4% | 0.03% | +35.0% |
| Q2 2021 | $57,000 | -99.8% | 466 | -11.9% | 0.02% | -96.7% |
| Q1 2021 | $29,828,000 | +90287.9% | 529 | -7.4% | 0.61% | +1933.3% |
| Q4 2020 | $33,000 | -100.0% | 571 | -84.4% | 0.03% | -93.9% |
| Q1 2020 | $159,976,000 | +150820.8% | 3,657 | -37.4% | 0.50% | +578.1% |
| Q4 2019 | $106,000 | -77.3% | 5,843 | -30.5% | 0.07% | -81.8% |
| Q3 2019 | $467,000 | -0.4% | 8,404 | -1.5% | 0.40% | +4.4% |
| Q2 2019 | $469,000 | -16.4% | 8,534 | -18.7% | 0.38% | -15.2% |
| Q1 2019 | $561,000 | -58.0% | 10,497 | -59.2% | 0.45% | -67.5% |
| Q3 2018 | $1,335,000 | +3.9% | 25,733 | +4.6% | 1.40% | +16.0% |
| Q2 2018 | $1,285,000 | +9.0% | 24,594 | +8.3% | 1.20% | -0.2% |
| Q1 2018 | $1,179,000 | – | 22,719 | – | 1.21% | – |
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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% |