SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,913,548 | +6.1% | 2,376,169 | +9.1% | 0.02% | +4.5% |
| Q2 2023 | $107,367,282 | +3.1% | 2,178,719 | +5.5% | 0.02% | 0.0% |
| Q1 2023 | $104,126,805 | -1.0% | 2,064,779 | -3.4% | 0.02% | -8.3% |
| Q4 2022 | $105,193,961 | +344.0% | 2,136,786 | +343.2% | 0.02% | +380.0% |
| Q3 2022 | $23,691,000 | +2.0% | 482,103 | +7.1% | 0.01% | 0.0% |
| Q2 2022 | $23,220,000 | +1037.1% | 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% | – |
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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% |