SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,319,063 | +9.0% | 71,909 | +14.1% | 0.23% | +10.0% |
| Q2 2023 | $2,127,777 | -13.3% | 63,008 | -13.5% | 0.21% | -17.6% |
| Q1 2023 | $2,455,571 | +1.6% | 72,844 | -5.2% | 0.26% | -6.6% |
| Q4 2022 | $2,417,997 | +176.0% | 76,835 | +143.4% | 0.27% | +136.2% |
| Q3 2022 | $876,000 | +3.9% | 31,571 | +16.9% | 0.12% | +2.7% |
| Q2 2022 | $843,000 | -13.0% | 27,008 | +5.8% | 0.11% | -3.4% |
| Q1 2022 | $969,000 | -18.2% | 25,526 | -11.8% | 0.12% | -17.0% |
| Q4 2021 | $1,185,000 | +69.5% | 28,948 | +71.9% | 0.14% | +43.9% |
| Q3 2021 | $699,000 | -0.3% | 16,841 | 0.0% | 0.10% | -3.9% |
| Q2 2021 | $701,000 | +5.7% | 16,841 | +0.2% | 0.10% | -5.6% |
| Q1 2021 | $663,000 | +3.8% | 16,815 | -1.0% | 0.11% | -9.2% |
| Q4 2020 | $639,000 | +10.6% | 16,977 | -4.4% | 0.12% | -5.6% |
| Q3 2020 | $578,000 | +4.3% | 17,759 | -5.2% | 0.13% | +2.4% |
| Q2 2020 | $554,000 | +316.5% | 18,724 | +245.3% | 0.12% | +459.1% |
| Q1 2020 | $133,000 | -82.7% | 5,422 | -76.3% | 0.02% | -76.1% |
| Q4 2019 | $767,000 | +494.6% | 22,877 | +410.6% | 0.09% | +170.6% |
| Q4 2018 | $129,000 | – | 4,480 | – | 0.03% | – |
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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% |