SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,913,381 | +521257.2% | 39,912 | +447.0% | 0.01% | +233.3% |
| Q4 2022 | $367 | -99.9% | 7,297 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $356,000 | -31.8% | 7,363 | -27.7% | 0.00% | -25.0% |
| Q2 2022 | $522,000 | +19.2% | 10,177 | +20.6% | 0.00% | +33.3% |
| Q1 2022 | $438,000 | -5.6% | 8,436 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $464,000 | +7.2% | 8,382 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $433,000 | -4.0% | 7,711 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $451,000 | -9.8% | 7,866 | -10.6% | 0.00% | 0.0% |
| Q1 2021 | $500,000 | -0.8% | 8,796 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $504,000 | +1.4% | 8,704 | +2.1% | 0.00% | -25.0% |
| Q3 2020 | $497,000 | +24.9% | 8,523 | +25.9% | 0.00% | +33.3% |
| Q2 2020 | $398,000 | -18.8% | 6,767 | -18.8% | 0.00% | -25.0% |
| Q1 2020 | $490,000 | +2.9% | 8,331 | -2.2% | 0.00% | 0.0% |
| Q4 2019 | $476,000 | -3.3% | 8,515 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $492,000 | +2.1% | 8,876 | +0.8% | 0.00% | 0.0% |
| Q2 2019 | $482,000 | -2.2% | 8,803 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $493,000 | +55.5% | 9,216 | +53.7% | 0.00% | +33.3% |
| Q4 2018 | $317,000 | -11.0% | 5,997 | -13.1% | 0.00% | 0.0% |
| Q3 2018 | $356,000 | – | 6,904 | – | 0.00% | – |
Download | ||||||
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% |