SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,148,818 | -4.7% | 97,638 | -0.3% | 0.14% | 0.0% |
Q2 2023 | $3,305,501 | +8.9% | 97,883 | +8.8% | 0.14% | +1.5% |
Q1 2023 | $3,034,023 | +6.0% | 90,004 | -1.0% | 0.14% | +0.7% |
Q4 2022 | $2,861,902 | +14.8% | 90,941 | +1.2% | 0.14% | +3.8% |
Q3 2022 | $2,493,000 | -11.1% | 89,826 | 0.0% | 0.13% | -11.0% |
Q2 2022 | $2,805,000 | -17.8% | 89,826 | -0.0% | 0.15% | +5.0% |
Q1 2022 | $3,412,000 | -7.8% | 89,862 | -0.6% | 0.14% | -6.1% |
Q4 2021 | $3,700,000 | -1.0% | 90,398 | +0.4% | 0.15% | -12.4% |
Q3 2021 | $3,738,000 | -0.3% | 90,028 | -0.1% | 0.17% | -5.6% |
Q2 2021 | $3,750,000 | +5.5% | 90,142 | +0.0% | 0.18% | -1.6% |
Q1 2021 | $3,553,000 | +5.5% | 90,131 | +0.7% | 0.18% | -7.6% |
Q4 2020 | $3,369,000 | -6.9% | 89,486 | -19.5% | 0.20% | -21.2% |
Q3 2020 | $3,617,000 | +9.5% | 111,202 | -0.5% | 0.25% | 0.0% |
Q2 2020 | $3,304,000 | +6.8% | 111,735 | -11.8% | 0.25% | -13.5% |
Q1 2020 | $3,093,000 | -56.8% | 126,750 | -38.7% | 0.29% | -51.6% |
Q4 2019 | $7,165,000 | +9.0% | 206,791 | +0.1% | 0.60% | -2.6% |
Q3 2019 | $6,571,000 | -12.4% | 206,631 | -10.1% | 0.61% | -14.3% |
Q2 2019 | $7,504,000 | +55.2% | 229,891 | +53.3% | 0.72% | +47.4% |
Q1 2019 | $4,836,000 | +10.8% | 149,956 | +0.0% | 0.48% | +6.1% |
Q4 2018 | $4,364,000 | +48.8% | 149,952 | +82.4% | 0.46% | +75.8% |
Q3 2018 | $2,932,000 | -0.4% | 82,214 | +0.7% | 0.26% | -5.8% |
Q2 2018 | $2,945,000 | +4.0% | 81,633 | +5.3% | 0.28% | +1.5% |
Q1 2018 | $2,831,000 | +209.7% | 77,535 | +210.6% | 0.27% | +195.7% |
Q4 2017 | $914,000 | – | 24,960 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |