SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |