SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,684,646 | +0.6% | 145,260 | +5.4% | 0.35% | +90.1% |
| Q2 2023 | $4,654,869 | +23.9% | 137,840 | +23.7% | 0.18% | -46.2% |
| Q1 2023 | $3,757,485 | +77.7% | 111,465 | +65.8% | 0.34% | +48.2% |
| Q4 2022 | $2,115,099 | +105.2% | 67,210 | +80.8% | 0.23% | +365.3% |
| Q3 2022 | $1,031,000 | +23.6% | 37,169 | +39.3% | 0.05% | +25.6% |
| Q2 2022 | $834,000 | +168.2% | 26,690 | +225.6% | 0.04% | +225.0% |
| Q1 2022 | $311,000 | +35.2% | 8,197 | +23.6% | 0.01% | -81.2% |
| Q4 2019 | $230,000 | +9.5% | 6,631 | +0.2% | 0.06% | 0.0% |
| Q3 2019 | $210,000 | -51.4% | 6,618 | -50.0% | 0.06% | -4.5% |
| Q2 2019 | $432,000 | +102.8% | 13,232 | +100.0% | 0.07% | -1.5% |
| Q1 2019 | $213,000 | – | 6,616 | – | 0.07% | – |
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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% |