SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 306 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,798,982 | -10.1% | 37,976 | -6.6% | 0.00% | -25.0% |
| Q2 2023 | $2,001,920 | +5.1% | 40,642 | +7.7% | 0.00% | -20.0% |
| Q1 2023 | $1,904,506 | -7.5% | 37,751 | -9.4% | 0.01% | 0.0% |
| Q4 2022 | $2,058,064 | -13.0% | 41,684 | -13.7% | 0.01% | -61.5% |
| Q3 2022 | $2,365,000 | -7.5% | 48,285 | -2.6% | 0.01% | +8.3% |
| Q2 2022 | $2,556,000 | -13.7% | 49,568 | -11.3% | 0.01% | +33.3% |
| Q1 2022 | $2,963,000 | +11.3% | 55,869 | +17.0% | 0.01% | 0.0% |
| Q4 2021 | $2,663,000 | – | 47,754 | – | 0.01% | – |
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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% |