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 | $1,331,916 | +22.0% | 27,783 | +25.4% | 0.74% | +7.0% |
| Q2 2023 | $1,092,154 | +3.9% | 22,162 | +6.3% | 0.70% | +0.9% |
| Q1 2023 | $1,051,187 | +17.6% | 20,844 | +14.8% | 0.69% | +13.9% |
| Q4 2022 | $894,000 | +111.3% | 18,152 | +111.1% | 0.61% | +76.7% |
| Q3 2022 | $423,000 | +53.8% | 8,598 | +61.1% | 0.34% | +48.5% |
| Q2 2022 | $275,000 | +118.3% | 5,337 | +126.3% | 0.23% | +151.1% |
| Q1 2022 | $126,000 | +223.1% | 2,358 | +237.3% | 0.09% | +217.2% |
| Q4 2021 | $39,000 | – | 699 | – | 0.03% | – |
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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% |