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 | $42,570 | +23.6% | 1,320 | +29.4% | 0.00% | +33.3% |
| Q2 2023 | $34,446 | +0.2% | 1,020 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,385 | +7.1% | 1,020 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,099 | -44.7% | 1,020 | -51.4% | 0.00% | -50.0% |
| Q3 2022 | $58,000 | +93.3% | 2,099 | +120.0% | 0.01% | +100.0% |
| Q2 2022 | $30,000 | -16.7% | 954 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | +500.0% | 954 | +527.6% | 0.00% | +200.0% |
| Q3 2021 | $6,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | – | 152 | +1166.7% | 0.00% | – |
| Q4 2019 | $0 | – | 12 | +33.3% | 0.00% | – |
| Q3 2019 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 9 | +12.5% | 0.00% | – |
| Q1 2019 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 8 | +33.3% | 0.00% | – |
| Q3 2018 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 6 | +100.0% | 0.00% | – |
| Q4 2017 | $0 | – | 3 | +50.0% | 0.00% | – |
| Q3 2017 | $0 | – | 2 | – | 0.00% | – |
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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% |