Beacon Wealthcare LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Beacon Wealthcare LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2023$18,794,989
+46.9%
378,017
+41.6%
9.04%
+33.7%
Q3 2023$12,798,367
-0.8%
266,966
+2.0%
6.76%
+2.8%
Q2 2023$12,898,603
+1.7%
261,741
+4.1%
6.58%
-0.8%
Q1 2023$12,682,086
+5.0%
251,479
+2.5%
6.63%
-2.3%
Q4 2022$12,080,353
-7.4%
245,386
-7.6%
6.78%
-11.6%
Q3 2022$13,043,000
-8.8%
265,431
-4.2%
7.68%
-2.8%
Q2 2022$14,297,000
+8.1%
277,072
+11.6%
7.90%
+21.3%
Q1 2022$13,223,000
+17.7%
248,324
+24.1%
6.52%
+27.5%
Q4 2021$11,233,000
+43.1%
200,093
+44.6%
5.11%
+34.8%
Q3 2021$7,850,000
-1.8%
138,415
-1.6%
3.79%
-4.2%
Q2 2021$7,996,000
-1.3%
140,607
-2.1%
3.96%
-8.5%
Q1 2021$8,101,000143,6074.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 724,715$35,677,71320.61%
KilterHowling LLC 292,813$14,415,18415.25%
Cornerstone Wealth Advisors, Inc. 584,433$28,771,63711.16%
BerganKDV Wealth Management, LLC 1,651,865$81,321,3308.81%
HC Advisors, LLC 227,349$11,192,3987.64%
Beacon Wealthcare LLC 245,386$12,080,3536.78%
WestHill Financial Advisors, Inc. 417,637$20,560,2706.57%
Charles Schwab Investment Advisory, Inc. 76,774,754$3,779,621,1386.37%
FLC Capital Advisors 379,692$18,692,2375.82%
Hilton Capital Management, LLC 808,578$39,7345.23%
View complete list of SCHWAB STRATEGIC TR shareholders