SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,892,895 | +7.7% | 185,501 | +10.7% | 5.31% | +25.4% |
| Q2 2023 | $8,256,582 | +12.6% | 167,544 | +15.3% | 4.23% | +5.2% |
| Q1 2023 | $7,329,825 | -79.5% | 145,347 | -79.9% | 4.02% | -80.5% |
| Q4 2022 | $35,677,713 | -11.0% | 724,715 | -11.2% | 20.61% | -14.3% |
| Q3 2022 | $40,104,000 | -6.7% | 816,115 | -2.0% | 24.04% | -5.5% |
| Q2 2022 | $42,988,000 | -1.3% | 833,104 | +1.9% | 25.44% | +3.0% |
| Q1 2022 | $43,542,000 | +3.0% | 817,695 | +8.5% | 24.71% | +3.4% |
| Q4 2021 | $42,294,000 | +15.5% | 753,370 | +16.7% | 23.90% | +0.8% |
| Q3 2021 | $36,611,000 | +5.7% | 645,574 | +6.0% | 23.72% | +5.4% |
| Q2 2021 | $34,629,000 | +46.1% | 608,920 | +44.9% | 22.49% | +28.4% |
| Q1 2021 | $23,701,000 | +40.1% | 420,162 | +44.6% | 17.52% | +40.8% |
| Q4 2020 | $16,912,000 | -42.2% | 290,480 | -41.8% | 12.44% | -45.9% |
| Q3 2020 | $29,284,000 | -21.6% | 499,043 | -21.5% | 22.98% | -11.1% |
| Q2 2020 | $37,336,000 | +249.9% | 635,614 | +250.1% | 25.85% | +180.6% |
| Q1 2020 | $10,671,000 | +30.2% | 181,540 | +21.7% | 9.21% | +42.3% |
| Q4 2019 | $8,193,000 | – | 149,153 | – | 6.47% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |