SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 361 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $66,872 | +10.4% | 1,980 | +10.2% | 0.03% | -9.7% |
| Q1 2023 | $60,577 | +10.3% | 1,797 | +3.0% | 0.03% | 0.0% |
| Q4 2022 | $54,915 | +998.3% | 1,745 | +869.4% | 0.03% | +933.3% |
| Q3 2022 | $5,000 | -16.7% | 180 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $6,000 | -14.3% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $7,000 | – | 180 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |