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 | $285,895 | -2.3% | 5,964 | +0.5% | 0.22% | -0.9% |
| Q2 2023 | $292,488 | -3.5% | 5,935 | -1.2% | 0.22% | -9.0% |
| Q1 2023 | $303,066 | -0.3% | 6,010 | -2.6% | 0.24% | -3.6% |
| Q4 2022 | $303,858 | -20.5% | 6,172 | -20.5% | 0.25% | -29.1% |
| Q3 2022 | $382,000 | -12.2% | 7,767 | -7.8% | 0.36% | -5.6% |
| Q2 2022 | $435,000 | -35.6% | 8,426 | -33.5% | 0.38% | -35.8% |
| Q1 2022 | $675,000 | -6.5% | 12,673 | -1.5% | 0.59% | -4.7% |
| Q4 2021 | $722,000 | -1.0% | 12,868 | +0.1% | 0.62% | -8.4% |
| Q3 2021 | $729,000 | +3.3% | 12,855 | +3.6% | 0.68% | -1.7% |
| Q2 2021 | $706,000 | -33.3% | 12,408 | -33.9% | 0.69% | -37.7% |
| Q1 2021 | $1,059,000 | -88.2% | 18,780 | -87.9% | 1.10% | -87.7% |
| Q4 2020 | $9,012,000 | – | 154,794 | – | 8.94% | – |
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% |