SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,272 | -7.1% | 103 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,523 | -70.9% | 103 | -71.1% | 0.00% | -66.7% |
| Q1 2023 | $12,104 | -90.9% | 356 | -91.6% | 0.00% | -89.7% |
| Q4 2022 | $133,024 | -5.0% | 4,227 | -16.3% | 0.03% | -12.1% |
| Q3 2022 | $140,000 | -25.5% | 5,053 | -16.3% | 0.03% | -21.4% |
| Q2 2022 | $188,000 | -21.7% | 6,038 | -4.3% | 0.04% | -10.6% |
| Q1 2022 | $240,000 | -79.1% | 6,309 | -77.5% | 0.05% | -78.4% |
| Q4 2021 | $1,147,000 | -1.8% | 28,026 | -0.4% | 0.22% | -4.0% |
| Q3 2021 | $1,168,000 | +599.4% | 28,126 | +602.3% | 0.23% | +587.9% |
| Q2 2021 | $167,000 | +6.4% | 4,005 | +0.4% | 0.03% | -5.7% |
| Q1 2021 | $157,000 | +4.7% | 3,990 | -13.7% | 0.04% | -2.8% |
| Q3 2020 | $150,000 | +3.4% | 4,626 | -5.4% | 0.04% | -5.3% |
| Q2 2020 | $145,000 | +22.9% | 4,892 | +1.3% | 0.04% | +15.2% |
| Q1 2020 | $118,000 | +268.8% | 4,828 | +423.1% | 0.03% | +312.5% |
| Q4 2019 | $32,000 | – | 923 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |