SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,021,371 | +0.2% | 59,857 | 0.0% | 0.34% | -8.2% |
| Q1 2023 | $2,017,779 | +7.0% | 59,857 | -0.1% | 0.36% | +7.7% |
| Q4 2022 | $1,885,237 | +13.2% | 59,906 | -0.2% | 0.34% | -3.1% |
| Q3 2022 | $1,666,000 | -8.9% | 60,021 | +2.5% | 0.35% | -6.9% |
| Q2 2022 | $1,829,000 | -17.8% | 58,573 | 0.0% | 0.38% | -1.6% |
| Q1 2022 | $2,224,000 | -6.9% | 58,573 | +0.4% | 0.38% | -9.0% |
| Q4 2021 | $2,389,000 | -1.4% | 58,365 | 0.0% | 0.42% | +8.2% |
| Q3 2021 | $2,423,000 | -0.2% | 58,365 | 0.0% | 0.39% | +1.0% |
| Q2 2021 | $2,428,000 | +0.3% | 58,365 | +0.4% | 0.38% | -9.6% |
| Q1 2021 | $2,421,000 | +11.6% | 58,121 | +0.9% | 0.42% | +26.5% |
| Q4 2020 | $2,169,000 | +15.7% | 57,600 | 0.0% | 0.34% | -7.4% |
| Q3 2020 | $1,874,000 | +10.0% | 57,600 | 0.0% | 0.36% | +4.3% |
| Q2 2020 | $1,703,000 | +24.7% | 57,600 | +2.9% | 0.35% | +0.6% |
| Q1 2020 | $1,366,000 | -29.6% | 56,000 | 0.0% | 0.35% | -17.2% |
| Q4 2019 | $1,940,000 | – | 56,000 | – | 0.42% | – |
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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% |