SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 357 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293,677 | +9.1% | 8,254 | +9.8% | 0.00% | – |
| Q1 2024 | $269,119 | -14.9% | 7,517 | -17.1% | 0.00% | – |
| Q4 2023 | $316,393 | +15.2% | 9,068 | +6.5% | 0.00% | – |
| Q3 2023 | $274,656 | -3.6% | 8,516 | +0.9% | 0.00% | – |
| Q2 2023 | $284,899 | +3.6% | 8,436 | +16.5% | 0.00% | – |
| Q1 2022 | $275,000 | -41.4% | 7,242 | -36.8% | 0.00% | – |
| Q4 2021 | $469,000 | +55.8% | 11,457 | +58.2% | 0.00% | – |
| Q3 2021 | $301,000 | +20.9% | 7,242 | +20.9% | 0.00% | – |
| Q2 2021 | $249,000 | +11.7% | 5,988 | +6.0% | 0.00% | – |
| Q1 2021 | $223,000 | -3.9% | 5,649 | -8.3% | 0.00% | – |
| Q4 2020 | $232,000 | -24.9% | 6,159 | -51.3% | 0.00% | – |
| Q1 2020 | $309,000 | -29.6% | 12,659 | -0.1% | 0.00% | -100.0% |
| Q4 2019 | $439,000 | +8.4% | 12,675 | -0.5% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | -3.3% | 12,738 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $419,000 | -2.8% | 12,822 | -4.0% | 0.00% | 0.0% |
| Q1 2019 | $431,000 | -69.7% | 13,360 | -72.6% | 0.00% | -50.0% |
| Q4 2018 | $1,421,000 | – | 48,821 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |