SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $635 | -66.8% | 18,802 | -69.1% | 0.03% | -70.8% |
| Q4 2022 | $1,912 | -99.7% | 60,769 | +187.1% | 0.10% | +200.0% |
| Q3 2022 | $587,000 | -86.2% | 21,164 | -84.5% | 0.03% | -85.9% |
| Q2 2022 | $4,251,000 | +76.5% | 136,126 | +114.5% | 0.23% | +173.5% |
| Q1 2022 | $2,409,000 | -55.1% | 63,453 | -51.6% | 0.08% | -42.4% |
| Q4 2021 | $5,360,000 | +160.2% | 130,974 | +163.9% | 0.14% | +73.5% |
| Q3 2021 | $2,060,000 | +646.4% | 49,624 | +431.4% | 0.08% | +277.3% |
| Q2 2020 | $276,000 | -45.0% | 9,338 | -54.6% | 0.02% | -18.5% |
| Q1 2020 | $502,000 | -29.1% | 20,582 | -8.9% | 0.03% | -54.2% |
| Q1 2017 | $708,000 | – | 22,601 | – | 0.06% | – |
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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% |