SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $390,647 | +18.5% | 12,113 | +23.9% | 0.37% | +10.9% |
Q1 2023 | $329,541 | +16.6% | 9,776 | +8.9% | 0.33% | +10.3% |
Q4 2022 | $282,550 | +19.7% | 8,978 | +5.5% | 0.30% | +9.9% |
Q3 2022 | $236,000 | +1.7% | 8,513 | +14.7% | 0.27% | +5.0% |
Q2 2022 | $232,000 | +5.0% | 7,424 | +20.5% | 0.26% | +14.0% |
Q1 2022 | $221,000 | -0.9% | 6,159 | +13.3% | 0.23% | +7.0% |
Q4 2021 | $223,000 | – | 5,437 | – | 0.21% | – |
Download |
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% |