SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $847,436 | -17.7% | 17,677 | -15.4% | 0.16% | -24.7% |
| Q2 2023 | $1,029,815 | -46.7% | 20,897 | -45.4% | 0.22% | -52.3% |
| Q1 2023 | $1,930,892 | -13.8% | 38,288 | -15.9% | 0.46% | -24.3% |
| Q4 2022 | $2,240,446 | -21.5% | 45,510 | -21.4% | 0.61% | -41.5% |
| Q3 2022 | $2,853,000 | -16.3% | 57,932 | -12.2% | 1.04% | -10.4% |
| Q2 2022 | $3,410,000 | -7.5% | 65,945 | -4.8% | 1.16% | +1.6% |
| Q1 2022 | $3,686,000 | -7.6% | 69,281 | -2.9% | 1.14% | -4.1% |
| Q4 2021 | $3,990,000 | -10.0% | 71,386 | -8.7% | 1.19% | -22.5% |
| Q3 2021 | $4,432,000 | -5.1% | 78,186 | -5.0% | 1.53% | -8.5% |
| Q2 2021 | $4,672,000 | -50.4% | 82,328 | -50.7% | 1.67% | -55.5% |
| Q1 2021 | $9,423,000 | -64.0% | 167,158 | -62.8% | 3.76% | -71.5% |
| Q4 2020 | $26,151,000 | – | 449,186 | – | 13.22% | – |
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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% |