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 | $584,686 | -1.5% | 16,433 | -0.9% | 0.01% | -14.3% |
| Q1 2024 | $593,671 | +2.6% | 16,583 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $578,574 | +10.3% | 16,583 | +1.9% | 0.01% | -12.5% |
| Q3 2023 | $524,643 | -2.7% | 16,268 | +1.9% | 0.01% | 0.0% |
| Q2 2023 | $538,935 | +6.4% | 15,959 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $506,459 | +6.0% | 15,024 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $477,840 | +10.6% | 15,184 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $432,000 | -11.3% | 15,578 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $487,000 | -18.4% | 15,578 | -0.9% | 0.01% | -10.0% |
| Q1 2022 | $597,000 | -7.2% | 15,718 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $643,000 | +12.4% | 15,718 | +14.1% | 0.01% | 0.0% |
| Q3 2021 | $572,000 | +1.2% | 13,776 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $565,000 | +14.8% | 13,581 | +8.9% | 0.01% | 0.0% |
| Q1 2021 | $492,000 | +25.5% | 12,470 | +19.8% | 0.01% | +11.1% |
| Q4 2020 | $392,000 | +32.0% | 10,409 | +13.9% | 0.01% | +12.5% |
| Q3 2020 | $297,000 | -1.7% | 9,135 | -10.7% | 0.01% | -11.1% |
| Q2 2020 | $302,000 | +21.3% | 10,225 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $249,000 | -34.5% | 10,225 | -6.7% | 0.01% | -18.2% |
| Q4 2019 | $380,000 | – | 10,965 | – | 0.01% | – |
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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% |