SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 371 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $570,884 | -6.3% | 16,045 | -5.7% | 0.01% | -21.4% |
| Q1 2024 | $609,212 | +7.0% | 17,017 | +4.3% | 0.01% | -6.7% |
| Q4 2023 | $569,475 | +13.6% | 16,322 | +5.0% | 0.02% | -6.2% |
| Q3 2023 | $501,133 | +14.6% | 15,539 | +20.0% | 0.02% | +6.7% |
| Q2 2023 | $437,355 | +0.0% | 12,951 | -0.1% | 0.02% | -11.8% |
| Q1 2023 | $437,219 | +13.0% | 12,970 | +5.5% | 0.02% | -15.0% |
| Q4 2022 | $386,924 | – | 12,295 | – | 0.02% | – |
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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% |