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 | $2,035,005 | +30.9% | 42,449 | +34.5% | 1.98% | +15.8% |
| Q2 2023 | $1,554,735 | -27.8% | 31,549 | -26.1% | 1.71% | -16.8% |
| Q1 2023 | $2,152,050 | -22.8% | 42,674 | -24.6% | 2.06% | -28.0% |
| Q4 2022 | $2,787,846 | +4.1% | 56,629 | +3.9% | 2.86% | -8.3% |
| Q3 2022 | $2,677,000 | -6.4% | 54,481 | -1.7% | 3.12% | +0.5% |
| Q2 2022 | $2,860,000 | +10.9% | 55,430 | +14.5% | 3.10% | +22.7% |
| Q1 2022 | $2,578,000 | +10.2% | 48,406 | +16.2% | 2.53% | +13.4% |
| Q4 2021 | $2,339,000 | – | 41,666 | – | 2.23% | – |
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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% |