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 | $2,061 | -2.7% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,119 | -2.3% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,168 | +2.5% | 43 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $2,116 | +5.8% | 43 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -95.0% | 43 | -94.0% | 0.00% | -95.8% |
| Q4 2021 | $40,000 | -2.4% | 715 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $41,000 | 0.0% | 715 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $41,000 | +2.5% | 715 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $40,000 | -2.4% | 715 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $41,000 | -2.4% | 715 | 0.0% | 0.02% | -13.8% |
| Q3 2020 | $42,000 | 0.0% | 715 | 0.0% | 0.03% | -32.6% |
| Q2 2020 | $42,000 | 0.0% | 715 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $42,000 | -41.7% | 715 | -45.2% | 0.04% | -21.4% |
| Q4 2019 | $72,000 | – | 1,305 | – | 0.06% | – |
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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% |