SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,617 | -52.8% | 4,852 | -51.5% | 0.02% | -52.9% |
| Q2 2023 | $492,763 | -2.8% | 9,999 | -0.5% | 0.05% | -12.1% |
| Q1 2023 | $506,763 | +1.5% | 10,049 | -0.9% | 0.06% | -9.4% |
| Q4 2022 | $499,355 | +2.1% | 10,143 | +1.9% | 0.06% | -13.5% |
| Q3 2022 | $489,000 | -4.5% | 9,953 | +0.4% | 0.07% | -9.8% |
| Q2 2022 | $512,000 | +9.9% | 9,914 | +13.4% | 0.08% | +3.8% |
| Q1 2022 | $466,000 | +86.4% | 8,744 | +96.2% | 0.08% | +79.5% |
| Q4 2021 | $250,000 | -0.4% | 4,456 | +0.5% | 0.04% | -24.1% |
| Q3 2021 | $251,000 | 0.0% | 4,432 | +0.2% | 0.06% | -6.5% |
| Q2 2021 | $251,000 | – | 4,422 | – | 0.06% | – |
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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% |