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 | $9,287 | +76.4% | 193,712 | +81.3% | 1.11% | +79.8% |
| Q2 2023 | $5,266 | +6739.0% | 106,867 | +6889.3% | 0.62% | +6050.0% |
| Q1 2023 | $77 | +71.1% | 1,529 | +67.3% | 0.01% | +66.7% |
| Q4 2022 | $45 | -99.9% | 914 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $45,000 | -4.3% | 914 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $47,000 | -4.1% | 914 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $49,000 | -3.9% | 914 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $51,000 | -1.9% | 914 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $52,000 | 0.0% | 914 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $52,000 | 0.0% | 914 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $52,000 | -1.9% | 914 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $53,000 | – | 914 | – | 0.01% | – |
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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% |