SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 352 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |