SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212 | -21.2% | 4,414 | -17.4% | 0.09% | -27.9% |
| Q1 2023 | $269 | +25.7% | 5,343 | +22.9% | 0.12% | +35.6% |
| Q4 2022 | $214 | -99.9% | 4,346 | -1.5% | 0.09% | -11.8% |
| Q3 2022 | $217,000 | -4.4% | 4,411 | +0.4% | 0.10% | +1.0% |
| Q2 2022 | $227,000 | -5.4% | 4,393 | -2.7% | 0.10% | +2.0% |
| Q1 2022 | $240,000 | -26.8% | 4,515 | -22.8% | 0.10% | -16.1% |
| Q4 2021 | $328,000 | +18.4% | 5,850 | +19.8% | 0.12% | 0.0% |
| Q3 2021 | $277,000 | 0.0% | 4,884 | +0.2% | 0.12% | -19.7% |
| Q2 2021 | $277,000 | -14.0% | 4,876 | -14.5% | 0.15% | -3.9% |
| Q1 2021 | $322,000 | -5.8% | 5,703 | -2.8% | 0.15% | -14.0% |
| Q4 2020 | $342,000 | -8.3% | 5,867 | -7.7% | 0.18% | -15.6% |
| Q3 2020 | $373,000 | -0.3% | 6,358 | 0.0% | 0.21% | -5.8% |
| Q2 2020 | $374,000 | -10.5% | 6,358 | -10.7% | 0.22% | -23.5% |
| Q1 2020 | $418,000 | +9.4% | 7,116 | +2.3% | 0.29% | +14.9% |
| Q4 2019 | $382,000 | – | 6,956 | – | 0.26% | – |
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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% |