SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $211,000 | -18.5% | 7,244 | -0.1% | 0.08% | -19.2% |
| Q3 2018 | $259,000 | 0.0% | 7,252 | +1.0% | 0.10% | -11.6% |
| Q2 2018 | $259,000 | +0.4% | 7,182 | +1.8% | 0.11% | -3.4% |
| Q1 2018 | $258,000 | 0.0% | 7,056 | 0.0% | 0.12% | +8.4% |
| Q4 2017 | $258,000 | +2.8% | 7,056 | +0.6% | 0.11% | -1.8% |
| Q3 2017 | $251,000 | -41.9% | 7,017 | -45.3% | 0.11% | -44.7% |
| Q2 2017 | $432,000 | +30.1% | 12,835 | +21.3% | 0.20% | +20.1% |
| Q1 2017 | $332,000 | -18.6% | 10,583 | -24.6% | 0.16% | -23.0% |
| Q4 2016 | $408,000 | – | 14,033 | – | 0.21% | – |
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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% |