SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 330 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 2024 | $2,041,826 | -14.3% | 57,387 | -13.8% | 0.00% | -25.0% |
Q1 2024 | $2,383,163 | -16.6% | 66,569 | -18.7% | 0.00% | -20.0% |
Q4 2023 | $2,857,310 | +2.6% | 81,895 | -5.2% | 0.01% | 0.0% |
Q3 2023 | $2,785,037 | -1.4% | 86,358 | +3.2% | 0.01% | 0.0% |
Q2 2023 | $2,825,999 | +77.3% | 83,684 | +77.0% | 0.01% | +66.7% |
Q1 2023 | $1,594,158 | +19.1% | 47,290 | +11.2% | 0.00% | 0.0% |
Q4 2022 | $1,338,527 | +29.5% | 42,534 | +14.2% | 0.00% | +50.0% |
Q3 2022 | $1,034,000 | -7.3% | 37,258 | +4.2% | 0.00% | 0.0% |
Q2 2022 | $1,116,000 | -18.7% | 35,743 | -1.1% | 0.00% | -33.3% |
Q1 2022 | $1,372,000 | +11.5% | 36,144 | +20.3% | 0.00% | +50.0% |
Q4 2021 | $1,230,000 | -0.8% | 30,047 | +0.6% | 0.00% | -33.3% |
Q3 2021 | $1,240,000 | +3.8% | 29,863 | +3.9% | 0.00% | +50.0% |
Q2 2021 | $1,195,000 | +5.8% | 28,738 | +0.2% | 0.00% | -33.3% |
Q1 2021 | $1,130,000 | +5.2% | 28,674 | +0.6% | 0.00% | 0.0% |
Q4 2020 | $1,074,000 | +22.0% | 28,515 | +5.5% | 0.00% | 0.0% |
Q3 2020 | $880,000 | +3.4% | 27,037 | -6.1% | 0.00% | 0.0% |
Q2 2020 | $851,000 | +77.3% | 28,780 | +46.2% | 0.00% | +50.0% |
Q1 2020 | $480,000 | -17.2% | 19,688 | +17.7% | 0.00% | 0.0% |
Q4 2019 | $580,000 | +9.8% | 16,733 | +0.8% | 0.00% | 0.0% |
Q3 2019 | $528,000 | +2.9% | 16,592 | +5.5% | 0.00% | 0.0% |
Q2 2019 | $513,000 | +3.2% | 15,724 | +2.1% | 0.00% | 0.0% |
Q1 2019 | $497,000 | – | 15,405 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |