SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $563,267 | -0.6% | 15,831 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $566,750 | +2.6% | 15,831 | 0.0% | 0.02% | -7.4% |
| Q4 2023 | $552,344 | +8.2% | 15,831 | 0.0% | 0.03% | -3.6% |
| Q3 2023 | $510,550 | -5.3% | 15,831 | -0.8% | 0.03% | -3.4% |
| Q2 2023 | $538,969 | +1.0% | 15,960 | +0.8% | 0.03% | -14.7% |
| Q1 2023 | $533,663 | +7.1% | 15,831 | 0.0% | 0.03% | +3.0% |
| Q4 2022 | $498,202 | +13.5% | 15,831 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $439,000 | -21.5% | 15,831 | -11.6% | 0.03% | -15.8% |
| Q2 2022 | $559,000 | -17.8% | 17,911 | 0.0% | 0.04% | -7.3% |
| Q1 2022 | $680,000 | -7.2% | 17,911 | 0.0% | 0.04% | -4.7% |
| Q4 2021 | $733,000 | -1.5% | 17,911 | 0.0% | 0.04% | -10.4% |
| Q3 2021 | $744,000 | -0.5% | 17,911 | -0.4% | 0.05% | -2.0% |
| Q2 2021 | $748,000 | +5.5% | 17,986 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $709,000 | +5.2% | 17,986 | +0.4% | 0.05% | -3.8% |
| Q4 2020 | $674,000 | – | 17,911 | – | 0.05% | – |
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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% |