SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,388,256 | -6.6% | 198,085 | -2.2% | 0.24% | -7.8% |
Q2 2023 | $6,836,887 | -5.2% | 202,454 | -5.4% | 0.26% | -14.6% |
Q1 2023 | $7,215,202 | +3.3% | 214,037 | -3.6% | 0.30% | -9.6% |
Q4 2022 | $6,985,031 | +7.3% | 221,958 | -5.4% | 0.33% | -3.2% |
Q3 2022 | $6,509,000 | -11.3% | 234,557 | -0.2% | 0.34% | -10.6% |
Q2 2022 | $7,340,000 | -23.9% | 235,045 | -7.5% | 0.39% | -13.5% |
Q1 2022 | $9,650,000 | -10.4% | 254,127 | -3.5% | 0.45% | -8.0% |
Q4 2021 | $10,774,000 | +0.2% | 263,240 | +1.6% | 0.48% | -11.3% |
Q3 2021 | $10,754,000 | -8.8% | 259,006 | -8.7% | 0.55% | -12.5% |
Q2 2021 | $11,797,000 | +3.5% | 283,577 | -1.9% | 0.62% | -5.4% |
Q1 2021 | $11,396,000 | -0.0% | 289,099 | -4.5% | 0.66% | -7.3% |
Q4 2020 | $11,397,000 | +9.6% | 302,722 | -5.3% | 0.71% | -8.5% |
Q3 2020 | $10,398,000 | -1.0% | 319,647 | -10.0% | 0.78% | -14.0% |
Q2 2020 | $10,503,000 | -22.6% | 355,193 | -36.1% | 0.91% | -39.5% |
Q1 2020 | $13,566,000 | +901.9% | 555,969 | +1322.8% | 1.50% | +1051.5% |
Q4 2019 | $1,354,000 | +6.7% | 39,075 | -2.1% | 0.13% | -4.4% |
Q3 2019 | $1,269,000 | +15.8% | 39,901 | +18.8% | 0.14% | +10.6% |
Q2 2019 | $1,096,000 | +3.6% | 33,581 | +2.3% | 0.12% | 0.0% |
Q1 2019 | $1,058,000 | +57.2% | 32,813 | +41.9% | 0.12% | +39.8% |
Q4 2018 | $673,000 | +31.7% | 23,119 | +61.4% | 0.09% | +31.3% |
Q3 2018 | $511,000 | +20.5% | 14,324 | +21.8% | 0.07% | +6.3% |
Q2 2018 | $424,000 | +37.7% | 11,760 | +39.4% | 0.06% | +26.0% |
Q1 2018 | $308,000 | -14.2% | 8,435 | -15.7% | 0.05% | -24.2% |
Q3 2017 | $359,000 | – | 10,009 | – | 0.07% | – |
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% |