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 | $269,009 | -6.5% | 8,341 | -2.1% | 0.08% | -2.4% |
| Q2 2023 | $287,764 | +0.2% | 8,521 | +0.0% | 0.08% | -9.6% |
| Q1 2023 | $287,156 | +1.9% | 8,518 | -4.9% | 0.09% | -7.8% |
| Q4 2022 | $281,765 | +13.6% | 8,953 | +0.1% | 0.10% | +2.0% |
| Q3 2022 | $248,000 | -11.4% | 8,944 | -0.3% | 0.10% | -9.1% |
| Q2 2022 | $280,000 | -18.8% | 8,968 | -1.3% | 0.11% | +0.9% |
| Q1 2022 | $345,000 | -12.2% | 9,089 | -5.3% | 0.11% | -17.4% |
| Q4 2021 | $393,000 | +67.9% | 9,599 | +70.3% | 0.13% | +17.9% |
| Q3 2021 | $234,000 | -41.4% | 5,635 | -41.2% | 0.11% | -28.2% |
| Q2 2021 | $399,000 | +5.6% | 9,585 | +0.0% | 0.16% | -2.5% |
| Q1 2021 | $378,000 | -8.5% | 9,582 | -12.6% | 0.16% | -15.8% |
| Q4 2020 | $413,000 | +20.4% | 10,962 | +3.9% | 0.19% | -1.0% |
| Q3 2020 | $343,000 | -15.3% | 10,553 | -22.9% | 0.19% | -27.3% |
| Q2 2020 | $405,000 | -63.4% | 13,688 | -69.9% | 0.26% | -68.6% |
| Q1 2020 | $1,108,000 | -58.4% | 45,402 | -40.9% | 0.84% | -56.4% |
| Q4 2019 | $2,662,000 | -1.4% | 76,817 | -10.6% | 1.93% | -3.2% |
| Q3 2019 | $2,701,000 | +10.9% | 85,953 | +15.2% | 1.99% | -4.0% |
| Q2 2019 | $2,435,000 | +7.1% | 74,611 | +5.9% | 2.08% | +2.1% |
| Q1 2019 | $2,273,000 | -5.3% | 70,476 | -18.8% | 2.03% | +7.6% |
| Q4 2018 | $2,399,000 | – | 86,841 | – | 1.89% | – |
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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% |