SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,823 | -4.5% | 2,010 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $67,878 | +0.2% | 2,010 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $67,757 | +7.1% | 2,010 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $63,255 | +13.0% | 2,010 | 0.0% | 0.02% | +11.8% |
| Q3 2022 | $56,000 | +300.0% | 2,010 | +337.0% | 0.02% | +325.0% |
| Q2 2022 | $14,000 | -17.6% | 460 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $17,000 | -10.5% | 460 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $19,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 460 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $19,000 | +5.6% | 460 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | +5.9% | 460 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $17,000 | +13.3% | 460 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 460 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $14,000 | +27.3% | 460 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $11,000 | -31.2% | 460 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $16,000 | +6.7% | 460 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $15,000 | 0.0% | 460 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $15,000 | 0.0% | 460 | 0.0% | 0.01% | -30.8% |
| Q1 2019 | $15,000 | +50.0% | 460 | +31.4% | 0.01% | +18.2% |
| Q4 2018 | $10,000 | – | 350 | – | 0.01% | – |
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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% |