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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,369,463 | +1413.0% | 159,001 | +1410.3% | 0.12% | +1557.1% |
| Q1 2023 | $354,898 | -81.2% | 10,528 | -84.5% | 0.01% | -88.1% |
| Q3 2022 | $1,886,000 | -14.2% | 67,979 | -3.5% | 0.06% | -4.8% |
| Q2 2022 | $2,199,000 | +37.3% | 70,426 | +67.0% | 0.06% | +37.8% |
| Q1 2022 | $1,602,000 | +279.6% | 42,180 | +309.6% | 0.04% | +164.7% |
| Q4 2021 | $422,000 | -66.4% | 10,299 | -67.7% | 0.02% | -75.7% |
| Q1 2021 | $1,255,000 | -77.9% | 31,844 | -81.7% | 0.07% | -84.3% |
| Q3 2020 | $5,672,000 | +67.9% | 174,362 | +52.6% | 0.45% | +84.7% |
| Q2 2020 | $3,378,000 | +1045.1% | 114,231 | +1095.5% | 0.24% | +1173.7% |
| Q3 2016 | $295,000 | -80.9% | 9,555 | -82.1% | 0.02% | -83.5% |
| Q2 2016 | $1,541,000 | +454.3% | 53,513 | +455.4% | 0.12% | +139.6% |
| Q4 2014 | $278,000 | – | 9,635 | – | 0.05% | – |
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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% |