SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |