SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,739,582 | -4.6% | 146,964 | -0.1% | 0.82% | -4.8% |
| Q2 2023 | $4,968,641 | -6.3% | 147,132 | -6.4% | 0.86% | -13.9% |
| Q1 2023 | $5,300,207 | +5.1% | 157,270 | -1.9% | 1.00% | -1.0% |
| Q4 2022 | $5,045,192 | +6.8% | 160,318 | -5.8% | 1.00% | -4.0% |
| Q3 2022 | $4,723,000 | +5.4% | 170,198 | +18.6% | 1.05% | +5.8% |
| Q2 2022 | $4,481,000 | -57.5% | 143,483 | -48.3% | 0.99% | -52.2% |
| Q1 2022 | $10,544,000 | -20.0% | 277,684 | -13.4% | 2.07% | -21.7% |
| Q4 2021 | $13,181,000 | +6.5% | 320,809 | +7.7% | 2.64% | -2.5% |
| Q3 2021 | $12,371,000 | +7.8% | 297,955 | +8.0% | 2.71% | +2.8% |
| Q2 2021 | $11,481,000 | +25.7% | 275,992 | +19.1% | 2.64% | +7.4% |
| Q1 2021 | $9,137,000 | +31.3% | 231,776 | +26.6% | 2.46% | +13.3% |
| Q4 2020 | $6,959,000 | +17.4% | 183,149 | +0.5% | 2.17% | +1.0% |
| Q3 2020 | $5,926,000 | +7.6% | 182,172 | -2.2% | 2.15% | +5.0% |
| Q2 2020 | $5,506,000 | +21.7% | 186,199 | +0.4% | 2.04% | +2.7% |
| Q1 2020 | $4,524,000 | -31.7% | 185,425 | -3.0% | 1.99% | -18.5% |
| Q4 2019 | $6,627,000 | +10.4% | 191,257 | +1.3% | 2.44% | +3.6% |
| Q3 2019 | $6,005,000 | +10.3% | 188,850 | +13.3% | 2.36% | +3.7% |
| Q2 2019 | $5,443,000 | +19.7% | 166,747 | +18.3% | 2.28% | +5.9% |
| Q1 2019 | $4,546,000 | +26.0% | 140,972 | +13.7% | 2.15% | +9.9% |
| Q4 2018 | $3,608,000 | -28.8% | 123,970 | -12.8% | 1.96% | -21.9% |
| Q3 2018 | $5,068,000 | +6.3% | 142,133 | +7.5% | 2.50% | -7.0% |
| Q2 2018 | $4,767,000 | +6.4% | 132,161 | +7.7% | 2.69% | +0.6% |
| Q1 2018 | $4,482,000 | +8.7% | 122,749 | +9.1% | 2.67% | +1.1% |
| Q4 2017 | $4,122,000 | +7.5% | 112,537 | +5.1% | 2.65% | -1.9% |
| Q3 2017 | $3,836,000 | +23.7% | 107,099 | +8.2% | 2.70% | +2.1% |
| Q1 2017 | $3,102,000 | +6.9% | 99,007 | +3.5% | 2.64% | -2.1% |
| Q4 2016 | $2,901,000 | – | 95,700 | – | 2.70% | – |
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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% |