SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |