SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,119 | -7.1% | 25,151 | -2.7% | 0.01% | -14.3% |
| Q2 2023 | $873,325 | +17.5% | 25,861 | +17.3% | 0.01% | +16.7% |
| Q1 2023 | $743,136 | +7.1% | 22,045 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $693,756 | +12.8% | 22,045 | -0.6% | 0.01% | +20.0% |
| Q3 2022 | $615,000 | -11.1% | 22,180 | +0.1% | 0.01% | -16.7% |
| Q2 2022 | $692,000 | -17.3% | 22,159 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $837,000 | -9.5% | 22,045 | -2.4% | 0.01% | 0.0% |
| Q4 2021 | $925,000 | -1.1% | 22,589 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $935,000 | -6.5% | 22,516 | -6.3% | 0.01% | 0.0% |
| Q2 2021 | $1,000,000 | +15.1% | 24,031 | +9.0% | 0.01% | 0.0% |
| Q1 2021 | $869,000 | +5.8% | 22,045 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $821,000 | +15.8% | 21,795 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $709,000 | +10.1% | 21,795 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $644,000 | +21.1% | 21,795 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $532,000 | -61.1% | 21,795 | -44.8% | 0.01% | -53.8% |
| Q4 2019 | $1,369,000 | +8.6% | 39,517 | -0.3% | 0.01% | 0.0% |
| Q3 2019 | $1,261,000 | – | 39,641 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |