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 | $3,174,927 | -28.4% | 98,447 | -25.0% | 0.29% | -22.2% |
| Q2 2023 | $4,432,374 | +1.8% | 131,252 | +1.6% | 0.37% | -2.3% |
| Q1 2023 | $4,355,626 | -5.3% | 129,209 | -3.0% | 0.38% | -4.0% |
| Q4 2022 | $4,599,084 | +20.4% | 133,268 | -3.2% | 0.40% | +1.3% |
| Q3 2022 | $3,820,000 | -2.4% | 137,682 | +9.8% | 0.39% | +3.1% |
| Q2 2022 | $3,914,000 | -16.5% | 125,354 | +1.5% | 0.38% | -5.9% |
| Q1 2022 | $4,688,000 | -1.5% | 123,488 | +6.2% | 0.41% | +0.7% |
| Q4 2021 | $4,758,000 | +3.1% | 116,257 | +4.6% | 0.40% | -3.4% |
| Q3 2021 | $4,614,000 | -0.3% | 111,146 | -0.1% | 0.42% | -2.8% |
| Q2 2021 | $4,629,000 | +7.2% | 111,291 | +1.6% | 0.43% | +0.5% |
| Q1 2021 | $4,317,000 | +419.5% | 109,526 | +396.2% | 0.43% | +238.9% |
| Q4 2020 | $831,000 | -75.4% | 22,073 | -78.8% | 0.13% | -68.7% |
| Q3 2020 | $3,380,000 | -99.9% | 103,926 | -1.0% | 0.40% | +2.8% |
| Q2 2020 | $3,102,589,000 | +119047.0% | 104,923 | -1.7% | 0.39% | -1.0% |
| Q1 2020 | $2,604,000 | -24.2% | 106,754 | +7.7% | 0.40% | -10.8% |
| Q4 2019 | $3,434,000 | +7.6% | 99,106 | -2.3% | 0.44% | +0.7% |
| Q3 2019 | $3,191,000 | +2.5% | 101,445 | +6.3% | 0.44% | +1.1% |
| Q2 2019 | $3,113,000 | +2.9% | 95,388 | +1.7% | 0.44% | -2.0% |
| Q1 2019 | $3,026,000 | – | 93,831 | – | 0.44% | – |
Download | ||||||
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% |