SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,934,013 | +4.5% | 415,812 | +7.4% | 2.02% | +9.2% |
| Q2 2023 | $19,074,769 | +10.3% | 387,069 | +12.8% | 1.85% | +8.4% |
| Q1 2023 | $17,300,307 | +30.3% | 343,056 | +27.2% | 1.70% | +27.4% |
| Q4 2022 | $13,282,362 | +9.4% | 269,802 | +9.2% | 1.34% | +4.0% |
| Q3 2022 | $12,143,000 | +12.3% | 247,114 | +18.0% | 1.29% | +17.3% |
| Q2 2022 | $10,809,000 | -6.9% | 209,475 | -3.9% | 1.10% | +4.8% |
| Q1 2022 | $11,609,000 | +3.1% | 218,016 | +8.7% | 1.05% | +7.6% |
| Q4 2021 | $11,261,000 | +6.2% | 200,579 | +7.3% | 0.97% | -5.1% |
| Q3 2021 | $10,603,000 | +16.1% | 186,965 | +16.4% | 1.02% | +17.7% |
| Q2 2021 | $9,135,000 | +22.9% | 160,628 | +21.9% | 0.87% | +16.3% |
| Q1 2021 | $7,435,000 | +68.6% | 131,806 | +74.0% | 0.75% | +61.6% |
| Q4 2020 | $4,409,000 | – | 75,735 | – | 0.46% | – |
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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% |