SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,192,148 | +251.1% | 502,082 | +267.6% | 0.14% | +259.0% |
| Q2 2023 | $4,612,273 | -0.5% | 136,579 | -0.7% | 0.04% | -4.9% |
| Q1 2023 | $4,635,906 | +6.3% | 137,523 | -0.8% | 0.04% | +2.5% |
| Q4 2022 | $4,362,361 | +1977.3% | 138,620 | +1730.0% | 0.04% | +900.0% |
| Q3 2022 | $210,000 | -94.2% | 7,575 | -91.5% | 0.00% | -92.3% |
| Q4 2021 | $3,650,000 | -8.2% | 89,177 | -6.8% | 0.05% | -17.5% |
| Q3 2021 | $3,974,000 | -2.6% | 95,722 | -2.4% | 0.06% | -4.5% |
| Q2 2021 | $4,080,000 | +22.0% | 98,065 | +15.6% | 0.07% | 0.0% |
| Q1 2021 | $3,344,000 | -18.4% | 84,830 | -22.1% | 0.07% | -18.5% |
| Q4 2020 | $4,099,000 | – | 108,862 | – | 0.08% | – |
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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% |