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 2019 | $44,000 | 0.0% | 792 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $44,000 | +12.8% | 792 | +10.5% | 0.02% | +7.1% |
| Q1 2019 | $39,000 | +2.6% | 717 | 0.0% | 0.01% | -17.6% |
| Q4 2018 | $38,000 | -75.0% | 717 | -75.5% | 0.02% | -71.2% |
| Q3 2018 | $152,000 | -0.7% | 2,931 | 0.0% | 0.06% | -9.2% |
| Q2 2018 | $153,000 | -18.6% | 2,931 | -18.2% | 0.06% | -36.9% |
| Q1 2018 | $188,000 | -20.7% | 3,581 | -19.3% | 0.10% | -15.6% |
| Q4 2017 | $237,000 | +29.5% | 4,437 | +30.9% | 0.12% | +20.8% |
| Q3 2017 | $183,000 | -14.1% | 3,390 | -14.0% | 0.10% | -17.9% |
| Q2 2017 | $213,000 | -7.8% | 3,943 | -8.6% | 0.12% | -12.1% |
| Q1 2017 | $231,000 | -26.2% | 4,313 | -26.5% | 0.14% | -24.3% |
| Q4 2016 | $313,000 | -16.8% | 5,870 | -13.3% | 0.18% | -22.9% |
| Q3 2016 | $376,000 | -12.6% | 6,769 | -11.9% | 0.24% | -11.4% |
| Q2 2016 | $430,000 | +156.0% | 7,687 | +152.7% | 0.27% | +74.8% |
| Q1 2016 | $168,000 | – | 3,042 | – | 0.16% | – |
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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% |