SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 236 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $657,000 | -8.1% | 13,367 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $715,000 | +0.3% | 13,843 | +3.3% | 0.01% | 0.0% |
| Q1 2022 | $713,000 | -3.1% | 13,396 | +2.2% | 0.01% | +14.3% |
| Q4 2021 | $736,000 | +2.1% | 13,110 | +3.1% | 0.01% | -12.5% |
| Q3 2021 | $721,000 | -0.3% | 12,711 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $723,000 | +9.9% | 12,711 | +9.0% | 0.01% | 0.0% |
| Q1 2021 | $658,000 | -15.0% | 11,660 | -12.3% | 0.01% | -22.2% |
| Q4 2020 | $774,000 | -4.6% | 13,301 | -3.7% | 0.01% | -18.2% |
| Q3 2020 | $811,000 | +8.1% | 13,811 | +8.2% | 0.01% | 0.0% |
| Q2 2020 | $750,000 | -51.6% | 12,760 | -51.6% | 0.01% | -50.0% |
| Q1 2020 | $1,551,000 | +113.9% | 26,370 | +99.8% | 0.02% | +120.0% |
| Q4 2019 | $725,000 | +2.3% | 13,195 | +3.4% | 0.01% | -9.1% |
| Q3 2019 | $709,000 | +0.6% | 12,760 | -0.5% | 0.01% | 0.0% |
| Q2 2019 | $705,000 | +2.3% | 12,820 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $689,000 | +1.5% | 12,820 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $679,000 | +2.3% | 12,820 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $664,000 | -1.0% | 12,820 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $671,000 | -0.4% | 12,820 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $674,000 | -9.9% | 12,820 | -8.6% | 0.01% | -15.4% |
| Q4 2017 | $748,000 | +45.8% | 14,020 | +47.3% | 0.01% | +30.0% |
| Q3 2017 | $513,000 | +0.8% | 9,520 | +1.0% | 0.01% | 0.0% |
| Q2 2017 | $509,000 | +0.6% | 9,430 | 0.0% | 0.01% | -9.1% |
| Q1 2017 | $506,000 | – | 9,430 | – | 0.01% | – |
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% |