SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,425,000 | -82.8% | 45,618 | -79.1% | 0.28% | -79.6% |
Q1 2022 | $8,301,000 | -11.0% | 218,617 | -4.0% | 1.36% | -4.8% |
Q4 2021 | $9,323,000 | +0.6% | 227,794 | +2.0% | 1.43% | +19.2% |
Q3 2021 | $9,271,000 | -0.1% | 223,291 | +0.1% | 1.20% | -19.2% |
Q2 2021 | $9,284,000 | +5.9% | 223,163 | +0.4% | 1.48% | -5.0% |
Q1 2021 | $8,764,000 | -1.4% | 222,338 | -5.9% | 1.56% | -7.5% |
Q4 2020 | $8,891,000 | +13.7% | 236,165 | -1.7% | 1.69% | +4.5% |
Q3 2020 | $7,818,000 | -6.8% | 240,364 | -15.2% | 1.62% | -10.7% |
Q2 2020 | $8,386,000 | +62.6% | 283,605 | +34.1% | 1.81% | +39.0% |
Q1 2020 | $5,158,000 | -30.2% | 211,442 | -0.9% | 1.30% | -19.2% |
Q4 2019 | $7,391,000 | +5.2% | 213,296 | -3.5% | 1.61% | +0.6% |
Q3 2019 | $7,028,000 | -4.1% | 221,003 | -1.6% | 1.60% | +0.5% |
Q2 2019 | $7,328,000 | -2.7% | 224,535 | -3.9% | 1.59% | -3.2% |
Q1 2019 | $7,532,000 | – | 233,554 | – | 1.64% | – |
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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% |