SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,288,441 | +11.0% | 277,189 | +14.1% | 0.13% | +9.2% |
| Q2 2023 | $11,971,788 | +267.6% | 242,934 | +276.2% | 0.12% | +242.9% |
| Q1 2023 | $3,256,444 | +1437.6% | 64,574 | +1401.0% | 0.04% | +1650.0% |
| Q4 2022 | $211,787 | -99.9% | 4,302 | -64.6% | 0.00% | -33.3% |
| Q3 2022 | $298,298,000 | +131890.3% | 12,136 | +177.6% | 0.00% | +50.0% |
| Q2 2022 | $226,000 | -0.9% | 4,372 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $228,000 | -25.5% | 4,287 | -21.5% | 0.00% | -33.3% |
| Q4 2021 | $306,000 | -94.9% | 5,459 | -94.9% | 0.00% | -95.0% |
| Q3 2021 | $6,018,000 | +1810.5% | 106,118 | +1816.5% | 0.06% | +1400.0% |
| Q2 2021 | $315,000 | -3.7% | 5,537 | -4.4% | 0.00% | 0.0% |
| Q1 2021 | $327,000 | -87.5% | 5,794 | -87.1% | 0.00% | -86.7% |
| Q4 2020 | $2,613,000 | -99.2% | 44,893 | +46181.4% | 0.03% | +400.0% |
| Q3 2020 | $343,000,000 | – | 97 | – | 0.01% | – |
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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% |