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% | – |
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% |