SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 280 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,431 | -11.2% | 4,818 | -9.1% | 0.11% | -18.7% |
| Q1 2023 | $267,329 | -50.4% | 5,301 | -51.6% | 0.14% | -51.7% |
| Q4 2022 | $538,872 | -43.7% | 10,946 | -43.8% | 0.29% | -49.3% |
| Q3 2022 | $957,000 | -7.5% | 19,478 | -2.9% | 0.57% | -5.5% |
| Q2 2022 | $1,035,000 | -13.3% | 20,051 | -10.6% | 0.60% | +7.1% |
| Q1 2022 | $1,194,000 | -5.2% | 22,417 | -0.1% | 0.56% | -11.4% |
| Q4 2021 | $1,260,000 | -28.3% | 22,443 | -27.6% | 0.63% | -32.4% |
| Q3 2021 | $1,758,000 | -2.5% | 30,995 | -2.2% | 0.94% | -2.5% |
| Q2 2021 | $1,803,000 | -1.4% | 31,707 | -2.2% | 0.96% | -9.3% |
| Q1 2021 | $1,829,000 | -8.6% | 32,425 | -5.7% | 1.06% | -22.2% |
| Q4 2020 | $2,002,000 | – | 34,381 | – | 1.36% | – |
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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% |