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 | $1,013,033 | -1.9% | 21,131 | +0.8% | 0.06% | 0.0% |
| Q2 2023 | $1,033,100 | -1.6% | 20,963 | +0.7% | 0.06% | -7.6% |
| Q1 2023 | $1,049,384 | +2.9% | 20,809 | +0.5% | 0.07% | -10.8% |
| Q4 2022 | $1,019,389 | -0.7% | 20,707 | -0.9% | 0.07% | -10.8% |
| Q3 2022 | $1,027,000 | -99.9% | 20,900 | +0.6% | 0.08% | +1.2% |
| Q2 2022 | $1,072,553,000 | +107262.7% | 20,785 | +10.7% | 0.08% | +22.4% |
| Q1 2022 | $999,000 | -5.0% | 18,773 | +0.2% | 0.07% | -1.5% |
| Q4 2021 | $1,052,000 | -0.7% | 18,742 | +0.3% | 0.07% | -9.3% |
| Q3 2021 | $1,059,000 | +2.0% | 18,683 | +2.3% | 0.08% | -9.6% |
| Q2 2021 | $1,038,000 | +1.1% | 18,264 | +0.3% | 0.08% | -3.5% |
| Q1 2021 | $1,027,000 | -2.9% | 18,216 | +0.2% | 0.09% | -25.9% |
| Q4 2020 | $1,058,000 | – | 18,185 | – | 0.12% | – |
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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% |