SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,023 | +275.0% | 1,520 | +292.8% | 0.01% | +300.0% |
| Q2 2023 | $13,072 | +2.4% | 387 | +2.1% | 0.00% | -33.3% |
| Q1 2023 | $12,770 | +7.1% | 379 | 0.0% | 0.00% | -40.0% |
| Q4 2022 | $11,921 | +19.2% | 379 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | -41.2% | 378 | -30.0% | 0.01% | -37.5% |
| Q2 2022 | $17,000 | +750.0% | 540 | +900.0% | 0.01% | +700.0% |
| Q1 2022 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -50.0% | 53 | -45.9% | 0.00% | -66.7% |
| Q1 2021 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 98 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 97 | -3.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $2,000 | -50.0% | 100 | -11.5% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | – | 113 | – | 0.00% | – |
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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% |