SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 357 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,310,048 | +5.6% | 233,560 | +6.3% | 0.39% | -2.3% |
| Q1 2024 | $7,869,467 | +9.0% | 219,818 | +6.3% | 0.40% | -8.1% |
| Q4 2023 | $7,216,421 | +54.0% | 206,834 | +42.4% | 0.43% | +25.4% |
| 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 ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |