SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |