SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $26,000 | +23.8% | 918 | +37.4% | 0.00% | – |
| Q2 2022 | $21,000 | -16.0% | 668 | 0.0% | 0.00% | – |
| Q1 2022 | $25,000 | -7.4% | 668 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $27,000 | -38.6% | 668 | -36.3% | 0.00% | 0.0% |
| Q3 2021 | $44,000 | +57.1% | 1,049 | +57.0% | 0.00% | – |
| Q2 2021 | $28,000 | +7.7% | 668 | 0.0% | 0.00% | – |
| Q1 2021 | $26,000 | +4.0% | 668 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +13.6% | 668 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $22,000 | +10.0% | 668 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $20,000 | -47.4% | 668 | -57.5% | 0.00% | 0.0% |
| Q1 2020 | $38,000 | +660.0% | 1,570 | +881.2% | 0.00% | – |
| Q4 2018 | $5,000 | -91.5% | 160 | -92.2% | 0.00% | -100.0% |
| Q1 2016 | $59,000 | +490.0% | 2,044 | +512.0% | 0.00% | – |
| Q4 2015 | $10,000 | -16.7% | 334 | -0.6% | 0.00% | – |
| Q2 2014 | $12,000 | – | 336 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
| Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
| Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
| Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
| MCIA Inc | 130,855 | $4,720,000 | 4.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
| Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
| MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
| McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
| Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |