SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,375 | -4.5% | 6,430 | 0.0% | 0.05% | -3.8% |
Q2 2023 | $217,149 | -2.5% | 6,430 | -2.6% | 0.05% | -7.1% |
Q1 2023 | $222,666 | +9.7% | 6,605 | +2.5% | 0.06% | +1.8% |
Q4 2022 | $202,898 | -15.1% | 6,447 | +2.5% | 0.06% | -9.8% |
Q1 2022 | $239,000 | -11.5% | 6,289 | -4.6% | 0.06% | -9.0% |
Q4 2021 | $270,000 | +1.1% | 6,590 | +2.4% | 0.07% | -6.9% |
Q3 2021 | $267,000 | -0.4% | 6,433 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $268,000 | +6.3% | 6,433 | +0.5% | 0.07% | -5.2% |
Q1 2021 | $252,000 | +4.6% | 6,402 | 0.0% | 0.08% | 0.0% |
Q4 2020 | $241,000 | -42.3% | 6,402 | -46.9% | 0.08% | -49.7% |
Q4 2019 | $418,000 | +12.1% | 12,062 | +2.8% | 0.15% | +2.0% |
Q3 2019 | $373,000 | -2.1% | 11,732 | +0.5% | 0.15% | -5.7% |
Q2 2019 | $381,000 | -3.8% | 11,673 | -5.0% | 0.16% | -12.6% |
Q1 2019 | $396,000 | +10.6% | 12,293 | 0.0% | 0.18% | -7.6% |
Q4 2018 | $358,000 | -16.4% | 12,293 | +2.5% | 0.20% | -9.6% |
Q3 2018 | $428,000 | -1.2% | 11,995 | 0.0% | 0.22% | -8.4% |
Q2 2018 | $433,000 | -1.1% | 11,995 | 0.0% | 0.24% | -5.2% |
Q1 2018 | $438,000 | -0.2% | 11,995 | 0.0% | 0.25% | -0.4% |
Q4 2017 | $439,000 | – | 11,995 | – | 0.25% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |