SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. 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 ↓ |
|---|---|---|---|
| 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% |