SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 376 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $309,085 | -18.2% | 9,584 | -14.4% | 0.00% | -50.0% |
Q2 2023 | $378,021 | -14.5% | 11,194 | -14.6% | 0.00% | 0.0% |
Q1 2023 | $442,006 | +22.3% | 13,112 | +14.2% | 0.00% | 0.0% |
Q4 2022 | $361,402 | +23.3% | 11,484 | +8.9% | 0.00% | 0.0% |
Q3 2022 | $293,000 | -10.4% | 10,541 | +0.8% | 0.00% | 0.0% |
Q2 2022 | $327,000 | -21.8% | 10,459 | -4.9% | 0.00% | 0.0% |
Q1 2022 | $418,000 | -6.9% | 11,002 | +0.2% | 0.00% | 0.0% |
Q4 2021 | $449,000 | +4.9% | 10,979 | +6.5% | 0.00% | 0.0% |
Q3 2021 | $428,000 | +24.1% | 10,305 | +24.3% | 0.00% | 0.0% |
Q2 2021 | $345,000 | -37.5% | 8,290 | -40.8% | 0.00% | +100.0% |
Q1 2021 | $552,000 | +103.7% | 14,012 | +68.5% | 0.00% | 0.0% |
Q3 2020 | $271,000 | +10.2% | 8,317 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $246,000 | +21.2% | 8,317 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $203,000 | -29.5% | 8,317 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $288,000 | +9.1% | 8,317 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $264,000 | -2.6% | 8,317 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $271,000 | +1.1% | 8,317 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $268,000 | +10.7% | 8,317 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $242,000 | -18.5% | 8,317 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $297,000 | – | 8,317 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |