SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 3.22 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,949,067 | +7.8% | 201,971 | +7.3% | 3.93% | +3.0% |
| Q1 2024 | $9,232,460 | +1.0% | 188,225 | +2.4% | 3.81% | -4.9% |
| Q4 2023 | $9,142,515 | +9.6% | 183,880 | +5.7% | 4.01% | -6.1% |
| Q3 2023 | $8,342,864 | +2.5% | 174,027 | +5.4% | 4.26% | -1.9% |
| Q2 2023 | $8,139,560 | +6.0% | 165,170 | +8.5% | 4.35% | -5.1% |
| Q1 2023 | $7,677,318 | +13.5% | 152,237 | +10.8% | 4.58% | -0.7% |
| Q4 2022 | $6,761,237 | -3.3% | 137,340 | -3.5% | 4.61% | -17.3% |
| Q3 2022 | $6,993,000 | -6.3% | 142,303 | -1.6% | 5.57% | -3.6% |
| Q2 2022 | $7,465,000 | -3.9% | 144,667 | -0.8% | 5.78% | -1.5% |
| Q1 2022 | $7,767,000 | -1.5% | 145,867 | +3.8% | 5.87% | -2.9% |
| Q4 2021 | $7,888,000 | – | 140,515 | – | 6.04% | – |
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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% |