SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,998,541 | +7.4% | 42,110 | +11.5% | 0.62% | -11.4% |
| Q2 2023 | $1,861,256 | +32.8% | 37,769 | +35.9% | 0.69% | +13.8% |
| Q1 2023 | $1,401,147 | +13.7% | 27,784 | +11.0% | 0.61% | -3.0% |
| Q4 2022 | $1,231,981 | +5.7% | 25,025 | +5.5% | 0.63% | -12.8% |
| Q3 2022 | $1,165,000 | +12.5% | 23,710 | +18.1% | 0.72% | +15.2% |
| Q2 2022 | $1,036,000 | – | 20,072 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 724,715 | $35,677,713 | 20.61% |
| KilterHowling LLC | 292,813 | $14,415,184 | 15.25% |
| Cornerstone Wealth Advisors, Inc. | 584,433 | $28,771,637 | 11.16% |
| BerganKDV Wealth Management, LLC | 1,651,865 | $81,321,330 | 8.81% |
| HC Advisors, LLC | 227,349 | $11,192,398 | 7.64% |
| Beacon Wealthcare LLC | 245,386 | $12,080,353 | 6.78% |
| WestHill Financial Advisors, Inc. | 417,637 | $20,560,270 | 6.57% |
| Charles Schwab Investment Advisory, Inc. | 76,774,754 | $3,779,621,138 | 6.37% |
| FLC Capital Advisors | 379,692 | $18,692,237 | 5.82% |
| Hilton Capital Management, LLC | 808,578 | $39,734 | 5.23% |