SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,531 | +96.1% | 178 | +102.3% | 0.00% | +100.0% |
Q2 2023 | $4,350 | -1.6% | 88 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4,419 | +3.0% | 88 | +1.1% | 0.00% | 0.0% |
Q4 2022 | $4,292 | +7.3% | 87 | +1.2% | 0.00% | 0.0% |
Q3 2022 | $4,000 | -99.9% | 86 | 0.0% | 0.00% | -33.3% |
Q2 2022 | $4,434,000 | +88580.0% | 86 | 0.0% | 0.00% | -25.0% |
Q1 2022 | $5,000 | 0.0% | 86 | +1.2% | 0.00% | +33.3% |
Q4 2021 | $5,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 85 | -1.2% | 0.00% | -25.0% |
Q2 2021 | $5,000 | – | 86 | – | 0.00% | – |
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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% |