SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |