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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,308,980 | -14.3% | 69,023 | -11.9% | 0.13% | -11.9% |
| Q2 2023 | $3,862,103 | -6.3% | 78,371 | -4.1% | 0.14% | -11.2% |
| Q1 2023 | $4,121,821 | +239540.8% | 81,734 | +133.9% | 0.16% | +66.0% |
| Q4 2022 | $1,720 | -99.9% | 34,945 | +0.1% | 0.10% | -6.7% |
| Q3 2022 | $1,715,000 | -62.4% | 34,897 | -60.5% | 0.10% | -44.7% |
| Q2 2022 | $4,562,000 | -11.6% | 88,407 | -8.7% | 0.19% | +36.2% |
| Q1 2022 | $5,159,000 | -5.6% | 96,883 | -0.5% | 0.14% | +14.0% |
| Q4 2021 | $5,465,000 | -9.0% | 97,353 | -8.4% | 0.12% | -23.9% |
| Q3 2021 | $6,008,000 | +1.2% | 106,240 | +1.8% | 0.16% | -1.2% |
| Q2 2021 | $5,936,000 | +9.1% | 104,379 | +8.2% | 0.16% | +11.0% |
| Q1 2021 | $5,442,000 | – | 96,475 | – | 0.14% | – |
Download | ||||||
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% |