SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |