SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,773,858 | +7.9% | 245,596 | +10.9% | 0.09% | +11.2% |
| Q2 2023 | $10,914,563 | +51.3% | 221,481 | +54.8% | 0.08% | +40.4% |
| Q1 2023 | $7,214,099 | +8.6% | 143,052 | +6.0% | 0.06% | +5.6% |
| Q4 2022 | $6,645,000 | -1.9% | 134,984 | -2.0% | 0.05% | -8.5% |
| Q3 2022 | $6,771,000 | -15.4% | 137,782 | -11.2% | 0.06% | -10.6% |
| Q2 2022 | $8,005,000 | -2.7% | 155,136 | +0.4% | 0.07% | +17.9% |
| Q1 2022 | $8,227,000 | -0.4% | 154,500 | +5.0% | 0.06% | +3.7% |
| Q4 2021 | $8,260,000 | -44.7% | 147,132 | -44.2% | 0.05% | -49.1% |
| Q3 2021 | $14,948,000 | +332.1% | 263,588 | +333.4% | 0.11% | +292.6% |
| Q2 2021 | $3,459,000 | +67.3% | 60,818 | +66.0% | 0.03% | +42.1% |
| Q1 2021 | $2,067,000 | – | 36,645 | – | 0.02% | – |
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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% |