SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,164 | -94.8% | 7,695 | -94.6% | 0.01% | -94.5% |
| Q2 2023 | $4,809,588 | -5.0% | 142,422 | -5.2% | 0.24% | -9.2% |
| Q1 2023 | $5,062,640 | +10.1% | 150,182 | +2.8% | 0.26% | +10.6% |
| Q4 2022 | $4,597,771 | +2058.6% | 146,100 | +1801.1% | 0.24% | +1585.7% |
| Q3 2022 | $213,000 | -75.3% | 7,685 | -72.1% | 0.01% | -77.0% |
| Q2 2022 | $861,000 | -26.8% | 27,582 | -11.0% | 0.06% | -37.1% |
| Q1 2022 | $1,177,000 | -26.6% | 30,994 | -20.2% | 0.10% | +54.0% |
| Q4 2021 | $1,603,000 | +99.4% | 38,857 | +100.7% | 0.06% | -6.0% |
| Q3 2021 | $804,000 | -0.1% | 19,357 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $805,000 | +6.6% | 19,357 | +1.1% | 0.07% | -19.8% |
| Q1 2021 | $755,000 | -0.4% | 19,142 | -4.9% | 0.09% | +6.2% |
| Q4 2020 | $758,000 | -36.6% | 20,127 | -45.2% | 0.08% | -54.7% |
| Q3 2020 | $1,196,000 | +10.0% | 36,760 | 0.0% | 0.18% | +3.5% |
| Q2 2020 | $1,087,000 | -67.3% | 36,760 | -73.0% | 0.17% | -76.1% |
| Q1 2020 | $3,325,000 | -35.5% | 136,281 | -8.4% | 0.72% | -27.2% |
| Q4 2019 | $5,153,000 | +10.0% | 148,725 | +0.9% | 0.99% | +4.7% |
| Q3 2019 | $4,686,000 | -91.7% | 147,353 | -14.1% | 0.95% | -12.5% |
| Q2 2019 | $56,238,000 | +1032.2% | 171,456 | +11.3% | 1.08% | +15.2% |
| Q1 2019 | $4,967,000 | -13.0% | 154,016 | -19.9% | 0.94% | -23.7% |
| Q4 2018 | $5,709,000 | +144.6% | 192,206 | +193.6% | 1.23% | +147.6% |
| Q3 2018 | $2,334,000 | -69.9% | 65,462 | -69.0% | 0.50% | -73.7% |
| Q4 2017 | $7,746,000 | +8.2% | 211,460 | +5.8% | 1.89% | +11.1% |
| Q3 2017 | $7,158,000 | +6.1% | 199,828 | -0.4% | 1.70% | -9.5% |
| Q2 2017 | $6,746,000 | +5.9% | 200,603 | -1.3% | 1.88% | +21.4% |
| Q1 2017 | $6,368,000 | +2946.9% | 203,258 | +2746.0% | 1.55% | +2617.5% |
| Q4 2016 | $209,000 | – | 7,142 | – | 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% |