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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,004,000 | -30.3% | 19,456 | -28.1% | 0.27% | -27.2% |
| Q1 2022 | $1,441,000 | -99.9% | 27,066 | +34.1% | 0.37% | +33.0% |
| Q4 2021 | $1,133,017,000 | +103089.2% | 20,182 | +4.3% | 0.28% | -49.1% |
| Q3 2021 | $1,098,000 | -6.0% | 19,355 | -5.7% | 0.55% | -41.3% |
| Q2 2021 | $1,168,000 | -0.1% | 20,531 | -0.9% | 0.93% | +2.6% |
| Q1 2021 | $1,169,000 | -35.1% | 20,722 | +66745.2% | 0.91% | -37.5% |
| Q4 2020 | $1,800,000 | 0.0% | 31 | -99.9% | 1.46% | +2.5% |
| Q3 2020 | $1,800,000 | -43.5% | 30,925 | -42.9% | 1.42% | -30.0% |
| Q2 2020 | $3,186,000 | -54.0% | 54,195 | -54.0% | 2.03% | -71.2% |
| Q1 2020 | $6,926,000 | +299.0% | 117,826 | +272.8% | 7.04% | +410.7% |
| Q4 2019 | $1,736,000 | – | 31,607 | – | 1.38% | – |
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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% |