SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,960 | -5.9% | 7,999 | -1.5% | 0.11% | -1.8% |
| Q2 2023 | $274,137 | -1.1% | 8,118 | -1.3% | 0.11% | -6.8% |
| Q1 2023 | $277,278 | +6.7% | 8,225 | -0.4% | 0.12% | 0.0% |
| Q4 2022 | $259,766 | +13.4% | 8,254 | +0.0% | 0.12% | +8.3% |
| Q3 2022 | $229,000 | -22.6% | 8,250 | -12.8% | 0.11% | -23.2% |
| Q2 2022 | $296,000 | -17.5% | 9,464 | 0.0% | 0.14% | -6.6% |
| Q1 2022 | $359,000 | -7.9% | 9,464 | -0.6% | 0.15% | -6.2% |
| Q4 2021 | $390,000 | -3.2% | 9,523 | -1.8% | 0.16% | -12.4% |
| Q3 2021 | $403,000 | -2.9% | 9,702 | -2.7% | 0.18% | -5.1% |
| Q2 2021 | $415,000 | +1.7% | 9,976 | -3.6% | 0.20% | -9.7% |
| Q1 2021 | $408,000 | -3.5% | 10,352 | -7.9% | 0.22% | -10.4% |
| Q4 2020 | $423,000 | +12.5% | 11,239 | -2.6% | 0.24% | +2.6% |
| Q3 2020 | $376,000 | +6.5% | 11,544 | -3.2% | 0.24% | -1.7% |
| Q2 2020 | $353,000 | +14.6% | 11,929 | -5.4% | 0.24% | -4.0% |
| Q1 2020 | $308,000 | -28.9% | 12,616 | +0.9% | 0.25% | -17.3% |
| Q4 2019 | $433,000 | +24.1% | 12,509 | +14.0% | 0.30% | +15.3% |
| Q3 2019 | $349,000 | +12.2% | 10,972 | +15.2% | 0.26% | +9.2% |
| Q2 2019 | $311,000 | +11.9% | 9,522 | +10.3% | 0.24% | +7.7% |
| Q1 2019 | $278,000 | +28.7% | 8,629 | +16.1% | 0.22% | +18.7% |
| Q4 2018 | $216,000 | – | 7,433 | – | 0.19% | – |
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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% |