SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |