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% | – |
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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% |