SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,468,427 | -12.9% | 260,084 | -10.5% | 0.01% | -14.3% |
| Q2 2023 | $14,323,133 | +10.2% | 290,648 | +12.8% | 0.01% | 0.0% |
| Q1 2023 | $12,998,282 | +11.8% | 257,749 | +9.1% | 0.01% | +16.7% |
| Q4 2022 | $11,628,815 | +12.1% | 236,214 | +11.9% | 0.01% | 0.0% |
| Q3 2022 | $10,372,000 | -0.0% | 211,069 | +5.0% | 0.01% | +20.0% |
| Q2 2022 | $10,375,000 | -12.4% | 201,058 | -9.6% | 0.01% | 0.0% |
| Q1 2022 | $11,837,000 | -9.8% | 222,289 | -5.0% | 0.01% | 0.0% |
| Q4 2021 | $13,130,000 | -6.1% | 233,886 | -5.2% | 0.01% | 0.0% |
| Q3 2021 | $13,985,000 | -1.6% | 246,599 | -1.3% | 0.01% | 0.0% |
| Q2 2021 | $14,209,000 | -5.5% | 249,852 | -6.3% | 0.01% | -16.7% |
| Q1 2021 | $15,036,000 | -17.1% | 266,556 | -14.4% | 0.01% | -25.0% |
| Q4 2020 | $18,135,000 | +10.4% | 311,492 | +11.3% | 0.01% | 0.0% |
| Q3 2020 | $16,426,000 | +2.1% | 279,928 | +2.3% | 0.01% | 0.0% |
| Q2 2020 | $16,086,000 | – | 273,617 | – | 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% |