SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 3.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,065 | -2.7% | 4,653 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $229,300 | -6.6% | 4,653 | -4.5% | 0.12% | -9.5% |
| Q1 2023 | $245,594 | +4.0% | 4,870 | +1.5% | 0.14% | +6.2% |
| Q4 2022 | $236,107 | -8.5% | 4,796 | -8.7% | 0.13% | -14.6% |
| Q3 2022 | $258,000 | -21.8% | 5,252 | -18.0% | 0.15% | -17.5% |
| Q2 2022 | $330,000 | -3.2% | 6,407 | -2.6% | 0.18% | +7.0% |
| Q1 2022 | $341,000 | -6.8% | 6,577 | +0.8% | 0.17% | +11.8% |
| Q4 2021 | $366,000 | +1.1% | 6,526 | +2.2% | 0.15% | -15.5% |
| Q3 2021 | $362,000 | -8.4% | 6,388 | -8.3% | 0.18% | -10.4% |
| Q2 2021 | $395,000 | -18.0% | 6,963 | -18.7% | 0.20% | -22.3% |
| Q1 2021 | $482,000 | -50.1% | 8,562 | -48.4% | 0.26% | -49.7% |
| Q4 2020 | $965,000 | – | 16,581 | – | 0.52% | – |
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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% |