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 | $69,513,000 | -2.7% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $71,456,001 | -2.3% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $73,123,501 | -48.9% | 1,450,000 | -50.0% | 0.00% | 0.0% |
| Q4 2022 | $143,086,002 | +100.8% | 2,900,000 | +100.0% | 0.00% | -20.0% |
| Q3 2022 | $71,253,000 | -4.8% | 1,450,000 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $74,820,000 | -3.1% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $77,213,000 | -5.1% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $81,403,000 | -0.9% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $82,143,000 | -0.4% | 1,450,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $82,462,000 | +0.8% | 1,450,000 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $81,795,000 | -3.1% | 1,450,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $84,444,000 | -0.8% | 1,450,000 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $85,086,000 | -0.2% | 1,450,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $85,231,000 | 0.0% | 1,450,000 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $85,231,000 | +7.0% | 1,450,000 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $79,649,000 | -1.1% | 1,450,000 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $80,562,000 | +1.1% | 1,450,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $79,692,000 | – | 1,450,000 | – | 0.01% | – |
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% |