SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,836 | -4.5% | 367 | 0.0% | 0.00% | – |
| Q2 2023 | $12,394 | +2.7% | 367 | +2.5% | 0.00% | – |
| Q1 2023 | $12,068 | -38.2% | 358 | -42.4% | 0.00% | – |
| Q4 2022 | $19,543 | +15.0% | 621 | +1.6% | 0.00% | – |
| Q3 2022 | $17,000 | -15.0% | 611 | -5.3% | 0.00% | – |
| Q2 2022 | $20,000 | -16.7% | 645 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | -7.7% | 645 | -0.2% | 0.00% | – |
| Q4 2021 | $26,000 | -3.7% | 646 | -2.3% | 0.00% | -100.0% |
| Q3 2021 | $27,000 | +42.1% | 661 | +46.6% | 0.00% | – |
| Q2 2021 | $19,000 | +171.4% | 451 | +166.9% | 0.00% | – |
| Q1 2021 | $7,000 | – | 169 | – | 0.00% | – |
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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% |