SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,580 | -23.5% | 1,000 | -23.1% | 0.03% | -31.8% |
| Q1 2024 | $46,540 | +2.6% | 1,300 | 0.0% | 0.04% | -10.2% |
| Q4 2023 | $45,357 | +8.2% | 1,300 | 0.0% | 0.05% | +2.1% |
| Q3 2023 | $41,925 | -4.5% | 1,300 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $43,901 | +0.2% | 1,300 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $43,823 | +106785.4% | 1,300 | 0.0% | 0.05% | +8.3% |
| Q4 2022 | $41 | -99.9% | 1,300 | 0.0% | 0.05% | -2.0% |
| Q3 2022 | $36,000 | -12.2% | 1,300 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $41,000 | -16.3% | 1,300 | 0.0% | 0.05% | +2.1% |
| Q1 2022 | $49,000 | -99.9% | 1,300 | 0.0% | 0.05% | +6.8% |
| Q4 2021 | $53,209,000 | – | 1,300 | – | 0.04% | – |
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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% |