SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |