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 | $307,398 | -9.7% | 9,532 | -5.4% | 0.05% | -8.6% |
Q2 2023 | $340,392 | -16.5% | 10,080 | -16.6% | 0.06% | -17.1% |
Q1 2023 | $407,653 | +9.2% | 12,093 | +2.0% | 0.07% | +6.1% |
Q4 2022 | $373,264 | +4.8% | 11,861 | -7.4% | 0.07% | -2.9% |
Q3 2022 | $356,000 | -11.0% | 12,812 | 0.0% | 0.07% | -4.2% |
Q2 2022 | $400,000 | -12.9% | 12,812 | +5.9% | 0.07% | -2.7% |
Q1 2022 | $459,000 | -6.5% | 12,098 | 0.0% | 0.07% | -2.7% |
Q4 2021 | $491,000 | -10.7% | 12,098 | -8.7% | 0.08% | -16.7% |
Q3 2021 | $550,000 | -3.5% | 13,246 | -3.4% | 0.09% | -4.3% |
Q2 2021 | $570,000 | +6.7% | 13,712 | +1.2% | 0.09% | +1.1% |
Q1 2021 | $534,000 | +7.9% | 13,549 | +3.0% | 0.09% | +10.7% |
Q4 2020 | $495,000 | +17.9% | 13,148 | +1.7% | 0.08% | +42.4% |
Q3 2020 | $420,000 | +13.2% | 12,926 | +3.0% | 0.06% | +5.4% |
Q2 2020 | $371,000 | +21.2% | 12,549 | +0.2% | 0.06% | 0.0% |
Q1 2020 | $306,000 | -23.9% | 12,526 | +7.9% | 0.06% | -13.8% |
Q4 2019 | $402,000 | +15.5% | 11,606 | +12.3% | 0.06% | +16.1% |
Q3 2019 | $348,000 | +9.4% | 10,339 | +6.2% | 0.06% | -58.5% |
Q2 2019 | $318,000 | +8.2% | 9,731 | +6.6% | 0.14% | +2.3% |
Q1 2019 | $294,000 | +26.7% | 9,129 | +14.7% | 0.13% | +12.8% |
Q4 2018 | $232,000 | – | 7,957 | – | 0.12% | – |
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% |