SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,179,228 | +30.1% | 24,598 | +33.8% | 0.08% | +14.7% |
| Q2 2023 | $906,210 | -9.4% | 18,389 | -7.3% | 0.07% | -11.7% |
| Q1 2023 | $1,000,632 | +2.4% | 19,842 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $976,822 | -48.0% | 19,842 | -48.1% | 0.08% | -51.3% |
| Q3 2022 | $1,878,000 | +48.6% | 38,222 | +56.0% | 0.15% | +52.5% |
| Q2 2022 | $1,264,000 | -66.1% | 24,502 | -65.0% | 0.10% | -58.9% |
| Q1 2022 | $3,726,000 | -4.9% | 69,968 | +0.3% | 0.25% | -16.3% |
| Q4 2021 | $3,918,000 | +10.3% | 69,790 | +11.4% | 0.29% | -4.9% |
| Q3 2021 | $3,553,000 | +6.3% | 62,660 | +6.7% | 0.31% | +10.4% |
| Q2 2021 | $3,341,000 | +27.5% | 58,750 | +26.5% | 0.28% | +36.6% |
| Q1 2021 | $2,620,000 | +8.6% | 46,448 | +12.1% | 0.20% | +5.1% |
| Q4 2020 | $2,412,000 | +95.9% | 41,434 | +97.6% | 0.20% | +69.6% |
| Q3 2020 | $1,231,000 | +55.8% | 20,973 | +56.1% | 0.12% | +45.6% |
| Q2 2020 | $790,000 | -78.0% | 13,435 | -80.0% | 0.08% | -76.1% |
| Q1 2020 | $3,592,000 | -18.9% | 67,055 | -16.9% | 0.33% | -34.7% |
| Q4 2019 | $4,431,000 | +185.0% | 80,666 | +188.3% | 0.51% | +189.7% |
| Q3 2019 | $1,555,000 | – | 27,983 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 719,307 | $34,483,578 | 12.16% |
| Northwest Capital Management Inc | 600,030 | $28,765,448 | 11.11% |
| HC Advisors, LLC | 250,445 | $12,006,378 | 7.14% |
| Beacon Wealthcare LLC | 266,966 | $12,798,367 | 6.76% |
| Upper Left Wealth Management, LLC | 131,494 | $6,303,823 | 6.56% |
| WestHill Financial Advisors, Inc. | 458,657 | $21,988,017 | 6.42% |
| Hilton Capital Management, LLC | 959,558 | $46,001,203 | 6.13% |
| Charles Schwab Investment Advisory, Inc. | 77,254,712 | $3,703,590,878 | 5.85% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |
| Your Advocates Ltd., LLP | 185,501 | $8,892,895 | 5.31% |