SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,241 | -4.5% | 11,170 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $377,219 | +0.6% | 11,170 | +0.4% | 0.03% | 0.0% |
| Q1 2023 | $374,870 | +13.6% | 11,120 | +6.0% | 0.03% | +8.0% |
| Q4 2022 | $330,087 | +14.2% | 10,488 | +0.6% | 0.02% | +4.2% |
| Q3 2022 | $289,000 | -12.2% | 10,426 | -1.1% | 0.02% | -7.7% |
| Q2 2022 | $329,000 | -20.5% | 10,541 | -3.3% | 0.03% | -7.1% |
| Q1 2022 | $414,000 | -3.5% | 10,903 | +4.1% | 0.03% | 0.0% |
| Q4 2021 | $429,000 | +3.9% | 10,475 | +5.6% | 0.03% | -12.5% |
| Q2 2021 | $413,000 | +14.7% | 9,916 | +8.7% | 0.03% | -8.6% |
| Q1 2021 | $360,000 | +12.1% | 9,125 | +6.9% | 0.04% | +6.1% |
| Q4 2020 | $321,000 | +4.6% | 8,534 | -3.6% | 0.03% | -15.4% |
| Q4 2019 | $307,000 | – | 8,856 | – | 0.04% | – |
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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% |