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 | $535,538 | -7.4% | 11,171 | -4.8% | 0.18% | -1.1% |
| Q2 2023 | $578,153 | +36.7% | 11,732 | +39.9% | 0.18% | +22.9% |
| Q1 2023 | $422,856 | -16.2% | 8,385 | -18.2% | 0.14% | -12.2% |
| Q4 2022 | $504,755 | +9.3% | 10,253 | +9.0% | 0.16% | +5.8% |
| Q3 2022 | $462,000 | -2.5% | 9,409 | +2.3% | 0.16% | -10.4% |
| Q2 2022 | $474,000 | -9.9% | 9,201 | -6.9% | 0.17% | +9.5% |
| Q1 2022 | $526,000 | +4.4% | 9,880 | +10.1% | 0.16% | -16.4% |
| Q4 2021 | $504,000 | -0.4% | 8,971 | +0.4% | 0.19% | -21.6% |
| Q3 2021 | $506,000 | +30.1% | 8,936 | +30.8% | 0.24% | +40.9% |
| Q2 2021 | $389,000 | +4.3% | 6,832 | +3.4% | 0.17% | -17.8% |
| Q1 2021 | $373,000 | +12.7% | 6,608 | +16.1% | 0.21% | +15.6% |
| Q4 2020 | $331,000 | -99.9% | 5,691 | +0.7% | 0.18% | -23.4% |
| Q3 2020 | $331,542,000 | +119590.3% | 5,650 | +19.8% | 0.24% | -11.3% |
| Q2 2020 | $277,000 | – | 4,715 | – | 0.26% | – |
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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% |