SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,211 | -6.7% | 10,747 | -4.1% | 0.22% | -5.5% |
| Q2 2023 | $551,985 | +36.6% | 11,201 | +39.8% | 0.24% | +18.6% |
| Q1 2023 | $404,146 | +45.9% | 8,014 | +42.4% | 0.20% | +28.4% |
| Q4 2022 | $276,968 | -30.4% | 5,626 | -30.5% | 0.16% | -40.8% |
| Q3 2022 | $398,000 | -6.8% | 8,097 | -2.1% | 0.26% | -8.7% |
| Q2 2022 | $427,000 | -28.5% | 8,274 | -26.1% | 0.29% | -38.3% |
| Q1 2022 | $597,000 | +28.1% | 11,203 | +34.9% | 0.46% | +58.7% |
| Q4 2021 | $466,000 | – | 8,302 | – | 0.29% | – |
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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% |