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 | $1,508,092 | -8.6% | 46,763 | -4.3% | 0.00% | 0.0% |
| Q2 2023 | $1,650,603 | +106459.3% | 48,878 | +6.3% | 0.00% | -20.0% |
| Q1 2023 | $1,549 | +23.5% | 45,961 | +15.3% | 0.01% | +25.0% |
| Q4 2022 | $1,254 | -99.9% | 39,848 | -4.1% | 0.00% | -20.0% |
| Q3 2022 | $1,153,000 | -18.2% | 41,546 | -7.9% | 0.01% | -16.7% |
| Q2 2022 | $1,410,000 | -36.5% | 45,124 | -22.8% | 0.01% | -25.0% |
| Q1 2022 | $2,220,000 | +70.8% | 58,456 | +84.0% | 0.01% | +60.0% |
| Q4 2021 | $1,300,000 | +12.7% | 31,763 | +14.3% | 0.01% | -16.7% |
| Q3 2021 | $1,154,000 | +49.9% | 27,791 | +50.1% | 0.01% | +20.0% |
| Q2 2021 | $770,000 | +37.3% | 18,509 | +30.0% | 0.01% | +25.0% |
| Q1 2021 | $561,000 | -6.5% | 14,241 | -29.9% | 0.00% | -33.3% |
| Q2 2020 | $600,000 | -8.4% | 20,303 | -1.5% | 0.01% | -25.0% |
| Q3 2019 | $655,000 | +213.4% | 20,610 | +222.5% | 0.01% | +300.0% |
| Q2 2019 | $209,000 | -79.6% | 6,390 | -79.9% | 0.00% | -86.7% |
| Q1 2019 | $1,027,000 | +393.8% | 31,843 | +360.6% | 0.02% | -16.7% |
| Q1 2015 | $208,000 | – | 6,913 | – | 0.02% | – |
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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% |