SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,198 | -0.6% | 118 | 0.0% | 0.00% | – |
| Q1 2024 | $4,224 | +2.6% | 118 | 0.0% | 0.00% | – |
| Q4 2023 | $4,117 | +8.2% | 118 | 0.0% | 0.00% | – |
| Q3 2023 | $3,806 | -4.5% | 118 | 0.0% | 0.00% | – |
| Q2 2023 | $3,985 | -63.4% | 118 | -63.5% | 0.00% | -100.0% |
| Q1 2023 | $10,888 | +7.1% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,165 | +238.8% | 323 | +173.7% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 118 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 118 | +90.3% | 0.00% | – |
| Q1 2022 | $2,000 | -60.0% | 62 | -49.2% | 0.00% | – |
| Q4 2021 | $5,000 | +150.0% | 122 | +159.6% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -71.4% | 47 | -75.4% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | -12.5% | 191 | -25.1% | 0.00% | -50.0% |
| Q3 2020 | $8,000 | +166.7% | 255 | +129.7% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | +200.0% | 111 | +217.1% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $1,000 | – | 35 | +52.2% | 0.00% | – |
| Q1 2019 | $0 | – | 23 | +130.0% | 0.00% | – |
| Q4 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 10 | -94.1% | 0.00% | -100.0% |
| Q1 2018 | $6,000 | 0.0% | 170 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $6,000 | 0.0% | 170 | +6.2% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | – | 160 | – | 0.00% | – |
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% |