SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,793 | -2.4% | 4,744 | -0.2% | 0.21% | -9.6% |
| Q1 2023 | $239,651 | -85.8% | 4,752 | -86.2% | 0.23% | -87.1% |
| Q4 2022 | $1,692,029 | -6.8% | 34,370 | -7.0% | 1.78% | -10.0% |
| Q3 2022 | $1,815,000 | -8.7% | 36,938 | -4.1% | 1.98% | -5.5% |
| Q2 2022 | $1,987,000 | +2.7% | 38,506 | +6.0% | 2.10% | +13.9% |
| Q1 2022 | $1,935,000 | +15.7% | 36,338 | +22.0% | 1.84% | +14.0% |
| Q4 2021 | $1,672,000 | – | 29,775 | – | 1.61% | – |
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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% |