SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,659 | -4.5% | 10,284 | 0.0% | 0.12% | -5.6% |
| Q2 2023 | $347,291 | +0.2% | 10,284 | 0.0% | 0.13% | -4.5% |
| Q1 2023 | $346,674 | +7.1% | 10,284 | 0.0% | 0.13% | -5.0% |
| Q4 2022 | $323,637 | +13.6% | 10,284 | 0.0% | 0.14% | +10.3% |
| Q3 2022 | $285,000 | -11.2% | 10,284 | 0.0% | 0.13% | -9.4% |
| Q2 2022 | $321,000 | -17.7% | 10,284 | 0.0% | 0.14% | -27.2% |
| Q1 2022 | $390,000 | -7.4% | 10,284 | 0.0% | 0.19% | -2.6% |
| Q4 2021 | $421,000 | -1.4% | 10,284 | 0.0% | 0.20% | -7.5% |
| Q3 2021 | $427,000 | -0.2% | 10,284 | 0.0% | 0.21% | -6.6% |
| Q2 2021 | $428,000 | +5.7% | 10,284 | 0.0% | 0.23% | -10.6% |
| Q1 2021 | $405,000 | +4.7% | 10,284 | 0.0% | 0.25% | -4.9% |
| Q4 2020 | $387,000 | +14.5% | 10,284 | -1.0% | 0.27% | -4.6% |
| Q3 2020 | $338,000 | +10.1% | 10,387 | 0.0% | 0.28% | +4.5% |
| Q2 2020 | $307,000 | +21.3% | 10,387 | 0.0% | 0.27% | +4.7% |
| Q1 2020 | $253,000 | – | 10,387 | – | 0.26% | – |
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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% |