SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,653 | -50.8% | 16,951 | -49.4% | 0.01% | -52.2% |
| Q2 2023 | $1,650,999 | +16.4% | 33,502 | +19.2% | 0.02% | +9.5% |
| Q1 2023 | $1,417,790 | -15.7% | 28,114 | -17.7% | 0.02% | -22.2% |
| Q4 2022 | $1,682,520 | +37.5% | 34,177 | +37.3% | 0.03% | +28.6% |
| Q3 2022 | $1,223,478 | +52.4% | 24,898 | +59.9% | 0.02% | +40.0% |
| Q2 2022 | $803,000 | +2.4% | 15,570 | +5.7% | 0.02% | +15.4% |
| Q1 2022 | $784,000 | – | 14,732 | – | 0.01% | – |
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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% |