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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,267 | -1.2% | 6,108 | -1.4% | 0.06% | +1.6% |
| Q1 2023 | $208,833 | -1.2% | 6,195 | -4.2% | 0.06% | +21.2% |
| Q4 2022 | $211,308 | +4.1% | 6,464 | -0.8% | 0.05% | -1.9% |
| Q2 2022 | $203,000 | -7.3% | 6,513 | 0.0% | 0.05% | -7.0% |
| Q1 2022 | $219,000 | -18.3% | 6,513 | -0.7% | 0.06% | -8.1% |
| Q4 2021 | $268,000 | -10.7% | 6,558 | -9.2% | 0.06% | -4.6% |
| Q3 2021 | $300,000 | -9.4% | 7,226 | -6.3% | 0.06% | -1.5% |
| Q2 2021 | $331,000 | +2.5% | 7,710 | -0.9% | 0.07% | +3.1% |
| Q1 2021 | $323,000 | +7.3% | 7,781 | -2.6% | 0.06% | 0.0% |
| Q4 2020 | $301,000 | +7.9% | 7,986 | 0.0% | 0.06% | +3.2% |
| Q3 2020 | $279,000 | -4.8% | 7,986 | -11.0% | 0.06% | +1.6% |
| Q2 2020 | $293,000 | -33.9% | 8,977 | -50.6% | 0.06% | -39.0% |
| Q1 2020 | $443,000 | – | 18,162 | – | 0.10% | – |
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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% |