SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,733 | -2.7% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,809 | -2.3% | 57 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $2,875 | +2.5% | 57 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $2,806 | +0.2% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,801 | -4.8% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,941 | -3.1% | 57 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,035 | -5.2% | 57 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,200 | -1.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,232 | -0.3% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,242 | +2.6% | 57 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $3,159 | -3.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,260 | -0.8% | 56 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $3,286 | -0.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,292 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,292 | +7.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,076 | -1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,111 | +1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,078 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,012 | +1.6% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,965 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,900 | -1.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,930 | -0.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,945 | -1.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,986 | -1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,020 | -0.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,022 | +0.7% | 56 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $3,002 | +0.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,988 | -4.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,111 | -0.7% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,134 | +1.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,093 | – | 56 | – | 0.00% | – |
Download | ||||||
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% |