SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,374 | +7.0% | 40,746 | -0.2% | 0.56% | -1.2% |
Q4 2022 | $1,284 | -99.9% | 40,810 | +1.2% | 0.57% | +7.1% |
Q3 2022 | $1,120,000 | -13.3% | 40,345 | -2.5% | 0.53% | -10.0% |
Q2 2022 | $1,292,000 | -20.5% | 41,362 | -3.3% | 0.59% | -10.8% |
Q1 2022 | $1,625,000 | -5.2% | 42,786 | +2.1% | 0.66% | -0.6% |
Q4 2021 | $1,714,000 | -0.1% | 41,886 | +1.3% | 0.67% | -6.6% |
Q3 2021 | $1,716,000 | -2.3% | 41,341 | -2.1% | 0.72% | -6.0% |
Q2 2021 | $1,756,000 | +5.3% | 42,217 | -0.1% | 0.76% | -16.6% |
Q1 2021 | $1,667,000 | +5.1% | 42,277 | +0.4% | 0.91% | -3.2% |
Q4 2020 | $1,586,000 | +15.9% | 42,120 | +0.2% | 0.94% | +2.2% |
Q3 2020 | $1,368,000 | +10.1% | 42,044 | 0.0% | 0.92% | -1.4% |
Q2 2020 | $1,243,000 | +18.5% | 42,044 | -2.2% | 0.94% | +2.2% |
Q1 2020 | $1,049,000 | +51.6% | 42,997 | +115.3% | 0.92% | +60.2% |
Q4 2019 | $692,000 | +6.5% | 19,973 | -2.4% | 0.57% | -0.9% |
Q3 2019 | $650,000 | -14.8% | 20,454 | -12.5% | 0.58% | -18.1% |
Q2 2019 | $763,000 | -4.1% | 23,372 | -5.3% | 0.70% | -9.5% |
Q1 2019 | $796,000 | – | 24,682 | – | 0.78% | – |
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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% |