SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,784,808 | +51.4% | 58,090 | +55.6% | 0.74% | +51.5% |
| Q2 2023 | $1,839,920 | +6.5% | 37,337 | +9.0% | 0.49% | +0.6% |
| Q1 2023 | $1,727,571 | +2.9% | 34,265 | +0.5% | 0.48% | -3.6% |
| Q4 2022 | $1,678,898 | -38.0% | 34,098 | -38.1% | 0.50% | -42.5% |
| Q3 2022 | $2,709,000 | -5.7% | 55,127 | -1.0% | 0.87% | -3.0% |
| Q2 2022 | $2,874,000 | -99.9% | 55,697 | +0.4% | 0.90% | +7.1% |
| Q1 2022 | $2,953,000,000 | -31.9% | 55,453 | -28.2% | 0.84% | -70.2% |
| Q4 2021 | $4,337,000,000 | +100293.5% | 77,250 | +1.4% | 2.82% | +32.7% |
| Q3 2021 | $4,320,000 | +4.7% | 76,187 | +5.0% | 2.13% | +40.6% |
| Q2 2021 | $4,125,000 | +23.5% | 72,546 | +22.5% | 1.51% | +16.5% |
| Q1 2021 | $3,341,000 | +6.6% | 59,232 | +10.0% | 1.30% | -4.0% |
| Q4 2020 | $3,135,000 | +59.4% | 53,853 | +60.6% | 1.35% | +28.4% |
| Q3 2020 | $1,967,000 | – | 33,528 | – | 1.05% | – |
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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% |