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 | $554,460 | -7.6% | 11,566 | -5.0% | 0.24% | -4.4% |
| Q2 2023 | $599,879 | -8.9% | 12,173 | -6.8% | 0.25% | -12.6% |
| Q1 2023 | $658,811 | -12.8% | 13,064 | -14.8% | 0.28% | -22.3% |
| Q4 2022 | $755,178 | -55.6% | 15,340 | -55.7% | 0.37% | -57.1% |
| Q3 2022 | $1,700,000 | -57.2% | 34,599 | -55.0% | 0.86% | -56.4% |
| Q2 2022 | $3,971,000 | -31.0% | 76,966 | -28.8% | 1.96% | -11.2% |
| Q1 2022 | $5,753,000 | +22.5% | 108,035 | +29.1% | 2.21% | +28.1% |
| Q4 2021 | $4,698,000 | -24.0% | 83,687 | -23.3% | 1.72% | -27.7% |
| Q3 2021 | $6,185,000 | +15.3% | 109,068 | +15.6% | 2.38% | +9.7% |
| Q2 2021 | $5,364,000 | +1.6% | 94,323 | +0.8% | 2.17% | -10.9% |
| Q1 2021 | $5,279,000 | +152.2% | 93,590 | +160.3% | 2.44% | +113.8% |
| Q4 2020 | $2,093,000 | +7.8% | 35,959 | +8.7% | 1.14% | -11.3% |
| Q3 2020 | $1,941,000 | +88.3% | 33,085 | +88.5% | 1.29% | +54.9% |
| Q2 2020 | $1,031,000 | -53.1% | 17,554 | -53.1% | 0.83% | -64.2% |
| Q1 2020 | $2,199,000 | +7.6% | 37,412 | +0.6% | 2.32% | +49.2% |
| Q4 2019 | $2,043,000 | +8.8% | 37,200 | +10.1% | 1.55% | -4.7% |
| Q3 2019 | $1,877,000 | – | 33,791 | – | 1.63% | – |
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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% |