Phocas Financial Corp. - SCHWAB STRATEGIC TR ownership

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
Phocas Financial Corp. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$201,984
-75.0%
5,642
-77.5%
0.83%
+608.5%
Q3 2023$807,121
-4.5%
25,0270.0%0.12%
+0.9%
Q2 2023$845,162
+25.3%
25,027
+25.1%
0.12%
+19.6%
Q1 2023$674,43620,0070.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 278,202$10,198,0007.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 190,671$6,984,0006.05%
Tradewinds Capital Management, LLC 332,248$12,170,0005.94%
Northwest Capital Management Inc 131,981$4,834,0005.30%
Relaxing Retirement Coach 403,916$14,797,0004.81%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,668,358$63,514,0004.50%
Brouwer & Janachowski, LLC 588,657$21,563,0004.05%
Peak Financial Management, Inc. 536,174$19,640,0003.72%
MATHER GROUP, LLC. 898,815$32,924,0003.66%
Courage Miller Partners, LLC 128,863$4,720,0002.86%
View complete list of SCHWAB STRATEGIC TR shareholders