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 | $65,364 | +96023.5% | 2,027 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $68 | 0.0% | 2,027 | +0.0% | 0.03% | -9.1% |
Q1 2023 | $68 | +28.3% | 2,026 | +20.2% | 0.03% | +22.2% |
Q4 2022 | $53 | -99.9% | 1,686 | -16.7% | 0.03% | -6.9% |
Q3 2022 | $56,000 | -11.1% | 2,024 | 0.0% | 0.03% | -6.5% |
Q2 2022 | $63,000 | -18.2% | 2,024 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $77,000 | -7.2% | 2,024 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $83,000 | +1.2% | 2,024 | +2.7% | 0.03% | -11.4% |
Q3 2021 | $82,000 | 0.0% | 1,971 | 0.0% | 0.04% | +2.9% |
Q2 2021 | $82,000 | +5.1% | 1,971 | +0.1% | 0.03% | -10.5% |
Q1 2021 | $78,000 | +5.4% | 1,970 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $74,000 | +2.8% | 1,970 | +0.1% | 0.04% | 0.0% |
Q3 2020 | $72,000 | +24.1% | 1,969 | 0.0% | 0.04% | +5.6% |
Q2 2020 | $58,000 | +9.4% | 1,969 | 0.0% | 0.04% | 0.0% |
Q1 2020 | $53,000 | -22.1% | 1,969 | 0.0% | 0.04% | -18.2% |
Q4 2019 | $68,000 | +7.9% | 1,969 | +0.2% | 0.04% | -2.2% |
Q3 2019 | $63,000 | -1.6% | 1,966 | +0.1% | 0.04% | -4.3% |
Q2 2019 | $64,000 | +1.6% | 1,965 | 0.0% | 0.05% | -4.1% |
Q1 2019 | $63,000 | +10.5% | 1,965 | 0.0% | 0.05% | -2.0% |
Q4 2018 | $57,000 | -8.1% | 1,965 | +0.1% | 0.05% | +16.3% |
Q3 2018 | $62,000 | -12.7% | 1,963 | +0.3% | 0.04% | -4.4% |
Q2 2018 | $71,000 | 0.0% | 1,958 | 0.0% | 0.04% | -10.0% |
Q1 2018 | $71,000 | -1.4% | 1,958 | 0.0% | 0.05% | -12.3% |
Q4 2017 | $72,000 | – | 1,958 | – | 0.06% | – |
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% |