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 | $7,380,413 | -1.0% | 228,850 | +3.6% | 1.68% | +0.5% |
Q2 2023 | $7,457,396 | +1.7% | 220,829 | +1.5% | 1.67% | -3.2% |
Q1 2023 | $7,332,499 | +9.0% | 217,517 | +1.8% | 1.72% | -1.1% |
Q4 2022 | $6,725,139 | +14.5% | 213,700 | +1.0% | 1.74% | +10.2% |
Q3 2022 | $5,873,000 | -11.4% | 211,629 | -0.3% | 1.58% | +2.3% |
Q2 2022 | $6,627,000 | -15.6% | 212,201 | +2.6% | 1.55% | -3.4% |
Q1 2022 | $7,854,000 | -9.7% | 206,851 | -2.7% | 1.60% | -9.5% |
Q4 2021 | $8,699,000 | +7.2% | 212,533 | +8.7% | 1.77% | +0.4% |
Q3 2021 | $8,118,000 | +5.7% | 195,519 | +5.9% | 1.76% | +1.7% |
Q2 2021 | $7,681,000 | +11.3% | 184,632 | +5.5% | 1.74% | +3.5% |
Q1 2021 | $6,901,000 | +7.4% | 175,065 | +2.6% | 1.68% | +3.8% |
Q4 2020 | $6,423,000 | +17.2% | 170,589 | +1.2% | 1.62% | +4.9% |
Q3 2020 | $5,482,000 | +10.4% | 168,533 | +0.3% | 1.54% | -1.6% |
Q2 2020 | $4,966,000 | +21.7% | 167,954 | +0.5% | 1.57% | -27.4% |
Q1 2020 | $4,080,000 | – | 167,196 | – | 2.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |