SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 285 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,588 | -2.7% | 200 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $9,856 | -2.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,086 | +2.4% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,846 | +9.4% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -43.8% | 200 | -38.7% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -33.3% | 326 | -29.1% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | +118.2% | 460 | +122.2% | 0.00% | – |
| Q4 2021 | $11,000 | -52.2% | 207 | -48.9% | 0.00% | -100.0% |
| Q3 2021 | $23,000 | 0.0% | 405 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 405 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | 0.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +69.2% | 398 | +76.9% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +18.2% | 225 | +12.5% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | -8.3% | 200 | -14.5% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +20.0% | 234 | +17.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -52.4% | 200 | -50.0% | 0.00% | -50.0% |
| Q1 2018 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | 0.0% | 400 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $21,000 | -4.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $22,000 | -46.3% | 400 | -46.6% | 0.00% | -50.0% |
| Q2 2016 | $41,000 | 0.0% | 749 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $41,000 | – | 749 | – | 0.01% | – |
Download | ||||||
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% |