SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $368,000 | +11.9% | 6,464 | +10.8% | 0.03% | 0.0% |
Q1 2021 | $329,000 | -23.0% | 5,835 | -20.4% | 0.03% | -33.3% |
Q4 2020 | $427,000 | -2.3% | 7,334 | -1.6% | 0.04% | -17.0% |
Q3 2020 | $437,000 | -8.6% | 7,450 | -8.5% | 0.05% | -21.7% |
Q2 2020 | $478,000 | -27.4% | 8,139 | -27.3% | 0.06% | -42.3% |
Q1 2020 | $658,000 | -94.9% | 11,192 | -95.3% | 0.10% | -94.2% |
Q4 2019 | $13,023,000 | – | 237,077 | – | 1.80% | – |
Download |
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% |