SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 330 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,351 | +0.5% | 277 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $9,304 | +7.1% | 276 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,686 | -21.0% | 276 | -27.9% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | +266.7% | 383 | +283.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | -71.4% | 100 | -79.2% | 0.00% | -100.0% |
| Q4 2018 | $14,000 | -17.6% | 480 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | 0.0% | 480 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $17,000 | – | 480 | – | 0.01% | – |
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% |