SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,965 | -71.5% | 309 | -75.6% | 0.00% | -100.0% |
| Q3 2022 | $35,000 | -10.3% | 1,264 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -18.8% | 1,264 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | -25.0% | 1,264 | -19.3% | 0.00% | 0.0% |
| Q4 2021 | $64,000 | -1.5% | 1,566 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $65,000 | +441.7% | 1,559 | +428.5% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 295 | +0.7% | 0.00% | – |
| Q1 2021 | $12,000 | +1100.0% | 293 | +597.6% | 0.00% | – |
| Q1 2019 | $1,000 | -83.3% | 42 | -79.5% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | – | 205 | – | 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% |