SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,666 | -6.0% | 6,935 | -1.6% | 0.04% | -2.2% |
| Q2 2023 | $237,990 | +1.9% | 7,047 | +1.7% | 0.04% | -6.2% |
| Q1 2023 | $233,532 | -1.4% | 6,928 | -8.0% | 0.05% | -11.1% |
| Q4 2022 | $236,896 | +23.4% | 7,528 | +9.1% | 0.05% | +8.0% |
| Q3 2022 | $192,000 | -11.1% | 6,901 | 0.0% | 0.05% | -9.1% |
| Q2 2022 | $216,000 | -17.6% | 6,901 | 0.0% | 0.06% | -9.8% |
| Q1 2022 | $262,000 | -3.7% | 6,901 | +3.7% | 0.06% | -7.6% |
| Q4 2021 | $272,000 | -1.1% | 6,656 | +0.6% | 0.07% | -12.0% |
| Q3 2021 | $275,000 | 0.0% | 6,618 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $275,000 | +5.4% | 6,618 | +0.1% | 0.08% | -7.4% |
| Q1 2021 | $261,000 | +4.8% | 6,610 | 0.0% | 0.08% | -5.8% |
| Q4 2020 | $249,000 | +16.4% | 6,610 | +0.3% | 0.09% | 0.0% |
| Q3 2020 | $214,000 | +8.6% | 6,587 | -1.3% | 0.09% | +4.9% |
| Q2 2020 | $197,000 | +20.9% | 6,675 | 0.0% | 0.08% | +2.5% |
| Q1 2020 | $163,000 | -29.4% | 6,675 | +0.0% | 0.08% | -27.9% |
| Q4 2019 | $231,000 | 0.0% | 6,674 | -16.1% | 0.11% | -34.3% |
| Q4 2018 | $231,000 | – | 7,951 | – | 0.17% | – |
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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% |