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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $456,510 | +0.1% | 9,273 | 0.0% | 0.41% | -4.0% |
| Q3 2022 | $456,000 | -7.1% | 9,273 | -2.6% | 0.42% | -4.1% |
| Q2 2022 | $491,000 | -19.0% | 9,524 | -16.3% | 0.44% | -17.9% |
| Q1 2022 | $606,000 | -7.6% | 11,384 | -2.5% | 0.54% | -6.1% |
| Q4 2021 | $656,000 | -0.2% | 11,680 | +0.8% | 0.57% | -6.7% |
| Q3 2021 | $657,000 | +0.6% | 11,586 | +1.0% | 0.61% | -2.5% |
| Q2 2021 | $653,000 | +3.3% | 11,476 | +2.4% | 0.63% | -6.0% |
| Q1 2021 | $632,000 | -11.2% | 11,207 | -8.4% | 0.67% | -4.3% |
| Q4 2020 | $712,000 | – | 12,234 | – | 0.70% | – |
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% |