SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 320 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |