SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,239 | +15.1% | 12,020 | +20.0% | 0.06% | +8.3% |
| Q2 2023 | $500,800 | +14.0% | 10,016 | +15.0% | 0.06% | +13.2% |
| Q1 2023 | $439,245 | -11.7% | 8,710 | -13.8% | 0.05% | -18.5% |
| Q4 2022 | $497,371 | -33.6% | 10,103 | -33.7% | 0.06% | -48.4% |
| Q3 2022 | $749,000 | +145.6% | 15,242 | +157.8% | 0.13% | +100.0% |
| Q2 2022 | $305,000 | +19.6% | 5,912 | +30.4% | 0.06% | +53.7% |
| Q4 2021 | $255,000 | -88.4% | 4,535 | -88.3% | 0.04% | -90.5% |
| Q3 2021 | $2,200,000 | +1.8% | 38,795 | +2.0% | 0.43% | +1.6% |
| Q2 2021 | $2,162,000 | -17.0% | 38,022 | -17.6% | 0.43% | -21.1% |
| Q1 2021 | $2,606,000 | -16.3% | 46,154 | -13.7% | 0.54% | -27.7% |
| Q4 2020 | $3,114,000 | -13.2% | 53,487 | -12.5% | 0.75% | -32.2% |
| Q3 2020 | $3,586,000 | +1.4% | 61,105 | +1.8% | 1.10% | -6.4% |
| Q2 2020 | $3,535,000 | -71.1% | 60,011 | -71.1% | 1.18% | -76.8% |
| Q1 2020 | $12,217,000 | +14.4% | 207,844 | +6.9% | 5.06% | +21.9% |
| Q4 2019 | $10,676,000 | -5.0% | 194,350 | -3.8% | 4.15% | -20.7% |
| Q3 2019 | $11,236,000 | – | 202,056 | – | 5.24% | – |
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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% |