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 | $12,006,378 | +14.3% | 250,445 | +17.5% | 7.14% | +17.1% |
Q2 2023 | $10,507,648 | -8.4% | 213,223 | -6.3% | 6.10% | -14.0% |
Q1 2023 | $11,473,705 | +2.5% | 227,517 | +0.1% | 7.09% | -7.2% |
Q4 2022 | $11,192,398 | -5.4% | 227,349 | -5.6% | 7.64% | -6.2% |
Q3 2022 | $11,829,000 | +2.8% | 240,725 | +7.9% | 8.14% | -0.6% |
Q2 2022 | $11,509,000 | +20.5% | 223,035 | +24.3% | 8.20% | +35.2% |
Q1 2022 | $9,555,000 | -49.8% | 179,430 | -47.1% | 6.06% | -48.1% |
Q4 2021 | $19,024,000 | -7.2% | 338,870 | -6.3% | 11.67% | -13.3% |
Q3 2021 | $20,507,000 | -2.6% | 361,604 | -2.3% | 13.46% | +3.9% |
Q2 2021 | $21,055,000 | +2.6% | 370,232 | +1.7% | 12.95% | -2.4% |
Q1 2021 | $20,531,000 | -2.4% | 363,965 | +0.7% | 13.27% | -7.8% |
Q4 2020 | $21,046,000 | -4.3% | 361,486 | -3.5% | 14.39% | -18.8% |
Q3 2020 | $21,981,000 | +68.7% | 374,596 | +69.0% | 17.72% | +64.2% |
Q2 2020 | $13,029,000 | +468.7% | 221,650 | +431.5% | 10.79% | +356.5% |
Q4 2019 | $2,291,000 | – | 41,705 | – | 2.36% | – |
Download |
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% |