SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,942 | +4.5% | 40,502 | +7.4% | 0.14% | +8.3% |
| Q2 2023 | $1,858 | +21.5% | 37,697 | +24.4% | 0.13% | +15.8% |
| Q1 2023 | $1,529 | -21.2% | 30,310 | -23.1% | 0.11% | -25.0% |
| Q4 2022 | $1,940 | -99.9% | 39,397 | +5.8% | 0.15% | 0.0% |
| Q3 2022 | $1,830,000 | +1.0% | 37,244 | +6.1% | 0.15% | +7.8% |
| Q2 2022 | $1,812,000 | -9.2% | 35,117 | -6.3% | 0.14% | +14.6% |
| Q1 2022 | $1,995,000 | +20.5% | 37,473 | +27.1% | 0.12% | +30.9% |
| Q4 2021 | $1,655,000 | +29.7% | 29,488 | +31.1% | 0.09% | +22.1% |
| Q3 2021 | $1,276,000 | +15.4% | 22,493 | +15.7% | 0.08% | +14.9% |
| Q2 2021 | $1,106,000 | +36.4% | 19,446 | +35.2% | 0.07% | +24.1% |
| Q1 2021 | $811,000 | +0.7% | 14,380 | +4.1% | 0.05% | -8.5% |
| Q4 2020 | $805,000 | – | 13,820 | – | 0.06% | – |
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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% |