SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,407,334 | +2049.9% | 130,087 | +2540.8% | 0.53% | +1518.2% |
| Q3 2021 | $205,000 | -1.4% | 4,926 | -1.3% | 0.03% | -5.7% |
| Q2 2021 | $208,000 | -94.4% | 4,993 | -94.5% | 0.04% | -95.0% |
| Q1 2021 | $3,744,000 | +15.6% | 91,284 | +6.1% | 0.70% | -5.6% |
| Q4 2020 | $3,240,000 | +12.3% | 86,059 | -3.0% | 0.74% | -5.6% |
| Q3 2020 | $2,885,000 | -0.1% | 88,694 | +5.5% | 0.78% | -37.4% |
| Q4 2019 | $2,887,000 | – | 84,042 | – | 1.25% | – |
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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% |