SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,510,090 | +9.1% | 232,871 | +10.6% | 0.85% | +2.1% |
Q2 2023 | $6,881,086 | +0.7% | 210,624 | +3.9% | 0.83% | +0.5% |
Q1 2023 | $6,834,062 | +30.9% | 202,731 | +22.2% | 0.82% | +20.1% |
Q4 2022 | $5,220,401 | +158.3% | 165,885 | +127.8% | 0.69% | +102.1% |
Q3 2022 | $2,021,000 | +621.8% | 72,827 | +711.2% | 0.34% | +486.2% |
Q2 2022 | $280,000 | +8.5% | 8,978 | +42.6% | 0.06% | +38.1% |
Q4 2021 | $258,000 | -96.0% | 6,295 | -95.9% | 0.04% | -96.7% |
Q3 2021 | $6,386,000 | +8.3% | 153,802 | +8.6% | 1.26% | +8.3% |
Q2 2021 | $5,894,000 | +12.8% | 141,685 | +8.9% | 1.16% | +7.1% |
Q1 2021 | $5,225,000 | +46.7% | 130,117 | +37.5% | 1.08% | +26.8% |
Q4 2020 | $3,562,000 | +32.0% | 94,614 | +14.0% | 0.85% | +3.0% |
Q3 2020 | $2,699,000 | +15.2% | 82,970 | +4.7% | 0.83% | +6.4% |
Q2 2020 | $2,343,000 | +191.8% | 79,252 | +140.7% | 0.78% | +133.9% |
Q1 2020 | $803,000 | -70.5% | 32,923 | -58.1% | 0.33% | -68.5% |
Q4 2019 | $2,721,000 | +18.7% | 78,523 | +8.4% | 1.06% | -0.9% |
Q3 2019 | $2,292,000 | – | 72,417 | – | 1.07% | – |
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% |