SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,254 | +0.8% | 4,761 | +3.6% | 0.04% | +2.3% |
| Q2 2023 | $226,547 | +0.0% | 4,597 | +2.4% | 0.04% | -10.2% |
| Q1 2023 | $226,446 | +10.8% | 4,490 | +8.2% | 0.05% | +4.3% |
| Q4 2022 | $204,342 | -13.4% | 4,151 | -13.4% | 0.05% | -13.0% |
| Q3 2022 | $236,000 | -12.9% | 4,793 | -8.9% | 0.05% | -10.0% |
| Q2 2022 | $271,000 | -78.7% | 5,259 | -78.0% | 0.06% | -73.9% |
| Q1 2022 | $1,272,000 | -25.1% | 23,895 | -21.0% | 0.23% | -23.6% |
| Q4 2021 | $1,698,000 | -46.4% | 30,241 | -45.8% | 0.30% | -50.3% |
| Q3 2021 | $3,166,000 | +0.4% | 55,834 | +0.7% | 0.61% | -6.0% |
| Q2 2021 | $3,154,000 | +0.9% | 55,455 | +0.1% | 0.64% | -11.4% |
| Q1 2021 | $3,125,000 | +0.2% | 55,399 | +3.1% | 0.73% | -2.8% |
| Q4 2020 | $3,118,000 | -1.8% | 53,733 | -0.7% | 0.75% | -15.1% |
| Q3 2020 | $3,174,000 | +5.6% | 54,089 | +5.8% | 0.88% | -7.3% |
| Q2 2020 | $3,006,000 | +23.2% | 51,135 | +23.2% | 0.95% | -1.6% |
| Q1 2020 | $2,439,000 | +23.6% | 41,498 | +15.6% | 0.97% | +45.0% |
| Q4 2019 | $1,973,000 | +1.9% | 35,912 | +2.5% | 0.67% | -1.3% |
| Q3 2019 | $1,937,000 | – | 35,047 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |
| Your Advocates Ltd., LLP | 185,501 | $8,892,895 | 5.31% |