SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 376 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,452 | +5.5% | 103 | 0.0% | 0.00% | 0.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |