SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,136,670 | +1.4% | 97,261 | +6.2% | 2.52% | +0.0% |
| Q2 2023 | $3,092,032 | +3.6% | 91,562 | +3.4% | 2.52% | -1.6% |
| Q1 2023 | $2,985,088 | +2.1% | 88,552 | -4.7% | 2.56% | +1.3% |
| Q4 2022 | $2,924,067 | +12.2% | 92,916 | -1.0% | 2.53% | +9.0% |
| Q3 2022 | $2,605,000 | -12.9% | 93,879 | -2.0% | 2.32% | +0.5% |
| Q2 2022 | $2,992,000 | -8.7% | 95,803 | +11.0% | 2.31% | +10.4% |
| Q1 2022 | $3,277,000 | -99.9% | 86,314 | +48.6% | 2.09% | +44.8% |
| Q4 2021 | $2,376,928,000 | +116302.0% | 58,073 | +18.1% | 1.44% | +7.4% |
| Q3 2021 | $2,042,000 | +64.8% | 49,180 | +65.1% | 1.34% | +49.5% |
| Q2 2021 | $1,239,000 | – | 29,787 | – | 0.90% | – |
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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% |