SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,069 | -4.5% | 64 | 0.0% | 0.00% | – |
| Q2 2023 | $2,167 | +0.7% | 64 | 0.0% | 0.00% | – |
| Q1 2023 | $2,152 | +7.2% | 64 | 0.0% | 0.00% | – |
| Q4 2022 | $2,008 | +0.4% | 64 | +1.6% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 63 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 63 | +3.3% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 61 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 61 | +1.7% | 0.00% | – |
| Q3 2020 | $2,000 | -81.8% | 60 | -83.7% | 0.00% | -100.0% |
| Q2 2020 | $11,000 | +22.2% | 369 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -99.3% | 369 | -98.9% | 0.00% | -99.0% |
| Q4 2019 | $1,213,000 | +13.3% | 35,013 | +3.9% | 0.20% | +5.2% |
| Q3 2019 | $1,071,000 | -1.0% | 33,691 | +1.7% | 0.19% | -3.5% |
| Q2 2019 | $1,082,000 | -10.8% | 33,136 | -11.9% | 0.20% | -15.2% |
| Q1 2019 | $1,213,000 | -22.7% | 37,615 | -30.3% | 0.24% | -34.0% |
| Q4 2018 | $1,570,000 | +77.0% | 53,963 | +116.8% | 0.36% | +77.7% |
| Q3 2018 | $887,000 | +1.3% | 24,887 | +2.5% | 0.20% | -14.0% |
| Q2 2018 | $876,000 | +5.2% | 24,287 | +6.5% | 0.24% | -2.1% |
| Q1 2018 | $833,000 | +2.0% | 22,809 | +2.3% | 0.24% | +11.6% |
| Q4 2017 | $817,000 | +10.7% | 22,307 | +8.3% | 0.22% | +4.4% |
| Q3 2017 | $738,000 | +10.1% | 20,600 | +3.4% | 0.21% | +3.0% |
| Q2 2017 | $670,000 | +12.6% | 19,914 | +4.8% | 0.20% | +8.7% |
| Q1 2017 | $595,000 | +114.0% | 19,005 | +99.2% | 0.18% | +124.4% |
| Q4 2016 | $278,000 | +3.0% | 9,543 | +9.3% | 0.08% | -6.8% |
| Q3 2016 | $270,000 | – | 8,729 | – | 0.09% | – |
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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% |