SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,611,438 | -97.7% | 53,546 | -97.7% | 0.00% | -100.0% |
| Q1 2024 | $113,426,362 | -11.7% | 2,312,464 | -10.5% | 0.02% | -16.7% |
| Q4 2023 | $128,422,783 | +12.7% | 2,582,920 | +8.7% | 0.02% | 0.0% |
| Q3 2023 | $113,913,548 | +6.1% | 2,376,169 | +9.1% | 0.02% | +4.3% |
| Q2 2023 | $107,367,282 | +3.1% | 2,178,719 | +5.5% | 0.02% | -4.2% |
| Q1 2023 | $104,126,805 | -1.0% | 2,064,779 | -3.4% | 0.02% | -7.7% |
| Q4 2022 | $105,193,961 | +443925.0% | 2,136,786 | +343.2% | 0.03% | +333.3% |
| Q3 2022 | $23,691 | +2.0% | 482,103 | +7.1% | 0.01% | 0.0% |
| Q2 2022 | $23,220 | -98.9% | 450,000 | +1073.7% | 0.01% | – |
| Q1 2022 | $2,042,000 | +327.2% | 38,339 | +352.2% | 0.00% | – |
| Q1 2021 | $478,000 | +7.7% | 8,478 | +2.4% | 0.00% | – |
| Q2 2015 | $444,000 | -56.9% | 8,278 | -56.3% | 0.00% | – |
| Q1 2015 | $1,030,000 | -46.9% | 18,953 | -47.6% | 0.00% | -100.0% |
| Q4 2014 | $1,939,000 | -28.5% | 36,167 | -29.4% | 0.00% | 0.0% |
| Q3 2014 | $2,710,000 | +10.6% | 51,198 | +11.0% | 0.00% | 0.0% |
| Q2 2014 | $2,451,000 | +1.1% | 46,128 | +0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,424,000 | +74.0% | 46,118 | +80.0% | 0.00% | 0.0% |
| Q3 2012 | $1,393,000 | – | 25,618 | – | 0.00% | – |
Download | ||||||
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% |
| FLC Capital Advisors | 374,127 | $17,935,648 | 5.43% |
| Moisand Fitzgerald Tamayo, LLC | 530,955 | $25,453,983 | 5.37% |