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 | $1,515,959 | +86.3% | 31,622 | +91.5% | 0.27% | +63.0% |
| Q2 2023 | $813,761 | -1.9% | 16,513 | +0.4% | 0.16% | -9.8% |
| Q1 2023 | $829,170 | +4.6% | 16,442 | +2.1% | 0.18% | -2.7% |
| Q4 2022 | $792,652 | +3.8% | 16,101 | +3.6% | 0.19% | -49.2% |
| Q3 2022 | $764,000 | +8.4% | 15,545 | +13.7% | 0.37% | +11.1% |
| Q2 2022 | $705,000 | +23.3% | 13,669 | +27.2% | 0.33% | +35.4% |
| Q1 2022 | $572,000 | +40.5% | 10,750 | +48.3% | 0.25% | +55.7% |
| Q4 2021 | $407,000 | +7.7% | 7,248 | +8.6% | 0.16% | -28.8% |
| Q3 2021 | $378,000 | +60.2% | 6,674 | +60.8% | 0.22% | +64.4% |
| Q2 2021 | $236,000 | +31.1% | 4,151 | +30.0% | 0.14% | +29.8% |
| Q1 2021 | $180,000 | +5.3% | 3,193 | +8.9% | 0.10% | -16.8% |
| Q4 2020 | $171,000 | +1.2% | 2,931 | +1.9% | 0.12% | -1.6% |
| Q3 2020 | $169,000 | +52.3% | 2,875 | +51.9% | 0.13% | +41.1% |
| Q2 2020 | $111,000 | +11000.0% | 1,893 | +14461.5% | 0.09% | +8900.0% |
| Q1 2020 | $1,000 | – | 13 | – | 0.00% | – |
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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% |