SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $293,000 | +21.1% | 10,575 | +36.5% | 0.02% | +28.6% |
| Q2 2022 | $242,000 | -18.8% | 7,747 | -1.3% | 0.01% | -6.7% |
| Q1 2022 | $298,000 | -7.2% | 7,847 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $321,000 | +43.9% | 7,847 | +21.9% | 0.02% | -59.0% |
| Q4 2019 | $223,000 | +8.8% | 6,437 | 0.0% | 0.04% | -11.4% |
| Q3 2019 | $205,000 | -14.2% | 6,437 | -12.1% | 0.04% | -21.4% |
| Q2 2019 | $239,000 | +1.3% | 7,320 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $236,000 | – | 7,320 | – | 0.06% | – |
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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% |