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 2023 | $57,760 | -4.5% | 1,791 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $60,482 | -2.6% | 1,791 | -2.8% | 0.10% | -7.3% |
Q1 2023 | $62,094 | +112798.2% | 1,842 | +5.0% | 0.11% | +1.9% |
Q4 2022 | $55 | -99.9% | 1,755 | 0.0% | 0.11% | +3.9% |
Q3 2022 | $49,000 | -10.9% | 1,755 | 0.0% | 0.10% | -15.6% |
Q2 2022 | $55,000 | -17.9% | 1,755 | 0.0% | 0.12% | -6.9% |
Q1 2022 | $67,000 | -6.9% | 1,755 | 0.0% | 0.13% | +19.1% |
Q4 2021 | $72,000 | -1.4% | 1,755 | 0.0% | 0.11% | -6.8% |
Q3 2021 | $73,000 | 0.0% | 1,755 | 0.0% | 0.12% | -3.3% |
Q2 2021 | $73,000 | +5.8% | 1,755 | 0.0% | 0.12% | -2.4% |
Q1 2021 | $69,000 | +4.5% | 1,755 | 0.0% | 0.12% | +5.0% |
Q4 2020 | $66,000 | +15.8% | 1,755 | 0.0% | 0.12% | +2.6% |
Q3 2020 | $57,000 | -6.6% | 1,755 | -15.4% | 0.12% | -11.5% |
Q2 2020 | $61,000 | -24.7% | 2,075 | -37.5% | 0.13% | -33.5% |
Q1 2020 | $81,000 | -23.6% | 3,321 | -0.1% | 0.20% | -10.0% |
Q4 2019 | $106,000 | 0.0% | 3,325 | 0.0% | 0.22% | -3.5% |
Q3 2019 | $106,000 | -2.8% | 3,325 | 0.0% | 0.23% | +27.5% |
Q2 2019 | $109,000 | -22.7% | 3,325 | -24.0% | 0.18% | -19.1% |
Q1 2019 | $141,000 | -4.1% | 4,374 | -13.7% | 0.22% | -7.2% |
Q4 2018 | $147,000 | -9.8% | 5,067 | +10.6% | 0.24% | +0.4% |
Q3 2018 | $163,000 | +48.2% | 4,582 | +51.8% | 0.24% | +227.8% |
Q2 2018 | $110,000 | 0.0% | 3,018 | 0.0% | 0.07% | 0.0% |
Q1 2018 | $110,000 | -0.9% | 3,018 | 0.0% | 0.07% | -1.4% |
Q4 2017 | $111,000 | +12.1% | 3,018 | +2.9% | 0.07% | +9.0% |
Q3 2017 | $99,000 | 0.0% | 2,932 | 0.0% | 0.07% | -11.8% |
Q2 2017 | $99,000 | – | 2,932 | – | 0.08% | – |
Download |
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% |