SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |