SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,483 | +11.5% | 8,479 | +14.6% | 0.00% | – |
| Q2 2023 | $364,672 | +17.6% | 7,400 | +20.4% | 0.00% | – |
| Q1 2023 | $310,045 | -0.6% | 6,148 | -3.0% | 0.00% | – |
| Q4 2022 | $311,872 | +4.3% | 6,335 | +3.8% | 0.00% | – |
| Q3 2022 | $299,000 | -3.9% | 6,104 | +1.5% | 0.00% | – |
| Q2 2022 | $311,000 | -2.8% | 6,016 | -0.0% | 0.00% | – |
| Q1 2022 | $320,000 | -5.0% | 6,017 | +0.1% | 0.00% | – |
| Q4 2021 | $337,000 | +42.2% | 6,011 | +43.6% | 0.00% | – |
| Q3 2021 | $237,000 | -0.4% | 4,186 | 0.0% | 0.00% | – |
| Q2 2021 | $238,000 | +0.8% | 4,186 | 0.0% | 0.00% | – |
| Q1 2021 | $236,000 | -13.6% | 4,186 | -10.7% | 0.00% | – |
| Q4 2020 | $273,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q3 2020 | $274,000 | -0.4% | 4,686 | 0.0% | 0.00% | – |
| Q2 2020 | $275,000 | 0.0% | 4,686 | 0.0% | 0.00% | – |
| Q1 2020 | $275,000 | +7.4% | 4,686 | 0.0% | 0.00% | – |
| Q4 2019 | $256,000 | +6.7% | 4,686 | +8.9% | 0.00% | – |
| Q3 2019 | $240,000 | -10.1% | 4,305 | -11.6% | 0.00% | – |
| Q2 2019 | $267,000 | +34.2% | 4,868 | +31.3% | 0.00% | – |
| Q1 2019 | $199,000 | +729.2% | 3,707 | +704.1% | 0.00% | – |
| Q4 2018 | $24,000 | 0.0% | 461 | 0.0% | 0.00% | – |
| Q3 2018 | $24,000 | +700.0% | 461 | +681.4% | 0.00% | – |
| Q2 2018 | $3,000 | -89.7% | 59 | -89.0% | 0.00% | – |
| Q1 2017 | $29,000 | +20.8% | 536 | +22.1% | 0.00% | – |
| Q4 2014 | $24,000 | – | 439 | – | 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% |