SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 254 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,676 | +34.6% | 4,478 | +38.3% | 0.00% | +100.0% |
| Q2 2023 | $159,520 | -10.2% | 3,237 | -8.1% | 0.00% | -50.0% |
| Q1 2023 | $177,564 | +71.2% | 3,521 | +67.1% | 0.00% | +100.0% |
| Q4 2022 | $103,727 | +22.0% | 2,107 | +21.3% | 0.00% | 0.0% |
| Q3 2022 | $85,000 | +3.7% | 1,737 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $82,000 | -60.8% | 1,593 | -59.4% | 0.00% | -50.0% |
| Q1 2022 | $209,000 | -29.4% | 3,924 | -25.5% | 0.00% | -33.3% |
| Q4 2021 | $296,000 | -1.7% | 5,268 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $301,000 | -69.7% | 5,294 | -69.7% | 0.00% | -70.0% |
| Q2 2021 | $995,000 | +2063.0% | 17,491 | +2125.3% | 0.01% | +900.0% |
| Q1 2020 | $46,000 | – | 786 | – | 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% |