SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 330 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,168,020 | -26.3% | 145,251 | -25.9% | 0.09% | -27.9% |
| Q1 2024 | $7,012,965 | +2.5% | 195,893 | -0.1% | 0.12% | -4.7% |
| Q4 2023 | $6,842,638 | +14.1% | 196,120 | +5.4% | 0.13% | +3.2% |
| Q3 2023 | $5,998,027 | -2.6% | 185,985 | +2.0% | 0.12% | -0.8% |
| Q2 2023 | $6,157,003 | +225.8% | 182,322 | +225.2% | 0.12% | +204.9% |
| Q1 2023 | $1,889,817 | +48.7% | 56,061 | +38.8% | 0.04% | +41.4% |
| Q4 2022 | $1,270,810 | +84.4% | 40,382 | +62.8% | 0.03% | +107.1% |
| Q3 2022 | $689,000 | – | 24,812 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |