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 | $471,688 | +1.4% | 14,626 | +6.2% | 0.23% | +6.1% |
| Q2 2023 | $465,181 | +0.4% | 13,775 | +0.2% | 0.21% | -2.7% |
| Q1 2023 | $463,485 | -33.2% | 13,749 | -37.6% | 0.22% | -36.0% |
| Q4 2022 | $693,447 | +89.5% | 22,035 | +67.1% | 0.34% | +91.1% |
| Q3 2022 | $366,000 | +36.1% | 13,185 | +53.2% | 0.18% | +39.5% |
| Q2 2022 | $269,000 | -7.2% | 8,606 | -27.6% | 0.13% | -40.6% |
| Q1 2020 | $290,000 | -15.9% | 11,891 | +19.5% | 0.22% | -22.2% |
| Q4 2019 | $345,000 | +10.9% | 9,951 | +1.7% | 0.28% | +18.7% |
| Q3 2019 | $311,000 | -1.9% | 9,782 | +0.8% | 0.24% | -4.1% |
| Q2 2019 | $317,000 | +1.3% | 9,703 | 0.0% | 0.24% | -3.2% |
| Q1 2019 | $313,000 | +3.3% | 9,703 | -6.9% | 0.25% | -26.2% |
| Q4 2018 | $303,000 | – | 10,423 | – | 0.34% | – |
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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% |