SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $271,771 | -9.2% | 8,427 | -4.9% | 0.01% | 0.0% |
Q2 2023 | $299,202 | +0.2% | 8,860 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $298,670 | +7.1% | 8,860 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $278,824 | +13.3% | 8,860 | 0.0% | 0.01% | +8.3% |
Q3 2022 | $246,000 | -11.2% | 8,860 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $277,000 | -16.3% | 8,860 | +1.5% | 0.01% | 0.0% |
Q1 2022 | $331,000 | – | 8,726 | – | 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% |