SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
| Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
| Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
| Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
| MCIA Inc | 130,855 | $4,720,000 | 4.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
| Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
| MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
| McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
| Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |