SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $348,571 | -13.2% | 7,073 | -11.2% | 0.08% | -18.1% |
| Q1 2023 | $401,664 | -26.9% | 7,965 | -28.6% | 0.09% | -31.4% |
| Q4 2022 | $549,373 | -50.1% | 11,159 | -50.2% | 0.14% | -59.9% |
| Q3 2022 | $1,101,000 | -41.4% | 22,404 | -38.5% | 0.34% | -40.7% |
| Q2 2022 | $1,880,000 | -54.5% | 36,430 | -50.5% | 0.58% | -49.1% |
| Q4 2021 | $4,130,000 | -19.5% | 73,568 | -18.7% | 1.13% | -25.4% |
| Q3 2021 | $5,133,000 | – | 90,506 | – | 1.52% | – |
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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% |