SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 371 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $38,988,113 | +26.3% | 1,095,787 | +27.1% | 5.10% | +30.9% |
Q1 2024 | $30,864,281 | +2.0% | 862,130 | -0.6% | 3.90% | +0.5% |
Q4 2023 | $30,270,878 | -0.5% | 867,609 | -8.0% | 3.87% | -10.8% |
Q3 2023 | $30,408,428 | -5.3% | 942,897 | -0.8% | 4.34% | -1.0% |
Q2 2023 | $32,103,991 | -4.4% | 950,666 | -4.5% | 4.39% | -13.0% |
Q1 2023 | $33,567,811 | +7.8% | 995,782 | +0.6% | 5.04% | -5.4% |
Q4 2022 | $31,142,083 | +90.2% | 989,580 | +67.7% | 5.33% | +138.0% |
Q3 2022 | $16,371,000 | -35.2% | 589,969 | -27.1% | 2.24% | -56.4% |
Q2 2022 | $25,274,000 | -10.8% | 809,307 | +8.4% | 5.14% | +8.1% |
Q1 2022 | $28,349,000 | -4.3% | 746,604 | +3.2% | 4.75% | -1.0% |
Q4 2021 | $29,610,000 | +1.2% | 723,422 | +2.6% | 4.80% | -15.7% |
Q3 2021 | $29,270,000 | +36.1% | 704,976 | +36.4% | 5.69% | +36.4% |
Q2 2021 | $21,499,000 | +21.3% | 516,798 | +14.9% | 4.17% | +1.1% |
Q1 2021 | $17,726,000 | +16.2% | 449,668 | +10.9% | 4.13% | -0.2% |
Q4 2020 | $15,259,000 | +43.5% | 405,289 | +24.0% | 4.14% | -0.5% |
Q3 2020 | $10,631,000 | +5.8% | 326,806 | -3.9% | 4.16% | +14.3% |
Q2 2020 | $10,052,000 | – | 339,934 | – | 3.64% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |