SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,185 | +1.5% | 1,464 | +4.3% | 0.03% | +3.7% |
| Q2 2023 | $69,140 | -2.3% | 1,403 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $70,753 | +2.4% | 1,403 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $69,070 | +205.6% | 1,403 | +205.0% | 0.03% | +180.0% |
| Q3 2022 | $22,605 | -88.6% | 460 | -88.1% | 0.01% | -88.4% |
| Q2 2022 | $199,125 | -75.8% | 3,859 | -75.0% | 0.09% | -72.7% |
| Q1 2022 | $822,908 | -84.7% | 15,454 | -83.9% | 0.32% | -84.2% |
| Q4 2021 | $5,378,837 | – | 95,811 | – | 1.99% | – |
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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% |