SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $507,606 | +61.9% | 14,266 | +62.8% | 0.00% | 0.0% |
Q1 2024 | $313,560 | -16.5% | 8,763 | -99.7% | 0.00% | 0.0% |
Q4 2023 | $375,510 | -88.0% | 3,375,572 | +3378.4% | 0.00% | -93.3% |
Q3 2023 | $3,129,685 | -16.2% | 97,045 | -12.2% | 0.02% | 0.0% |
Q2 2023 | $3,733,903 | +526.5% | 110,581 | +525.1% | 0.02% | +1400.0% |
Q1 2023 | $595,964 | +20.2% | 17,691 | +12.2% | 0.00% | -66.7% |
Q4 2022 | $496,011 | -38.5% | 15,767 | -45.8% | 0.00% | -70.0% |
Q3 2022 | $807,000 | -22.6% | 29,103 | -14.0% | 0.01% | -16.7% |
Q2 2022 | $1,043,000 | -52.0% | 33,844 | -40.9% | 0.01% | -64.7% |
Q1 2022 | $2,173,000 | -69.1% | 57,289 | -66.7% | 0.03% | -68.2% |
Q4 2021 | $7,031,000 | +557.1% | 171,880 | +566.9% | 0.11% | +345.8% |
Q3 2021 | $1,070,000 | -1.6% | 25,773 | -1.3% | 0.02% | 0.0% |
Q2 2021 | $1,087,000 | +1.8% | 26,125 | -3.5% | 0.02% | -4.0% |
Q1 2021 | $1,068,000 | +3.0% | 27,083 | -1.7% | 0.02% | -24.2% |
Q4 2020 | $1,037,000 | +309.9% | 27,547 | +254.3% | 0.03% | +230.0% |
Q3 2020 | $253,000 | +12.9% | 7,776 | +20.5% | 0.01% | -9.1% |
Q4 2019 | $224,000 | -18.2% | 6,455 | -25.0% | 0.01% | -31.2% |
Q3 2019 | $274,000 | -50.2% | 8,606 | -49.0% | 0.02% | -54.3% |
Q2 2019 | $550,000 | – | 16,870 | – | 0.04% | – |
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% |