SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $382 | -25.2% | 11,851 | -21.8% | 0.16% | -31.2% |
Q1 2023 | $511 | +13.3% | 15,164 | +5.8% | 0.23% | +22.2% |
Q4 2022 | $451 | -99.9% | 14,326 | -3.7% | 0.19% | -2.6% |
Q3 2022 | $413,000 | -13.2% | 14,881 | -2.4% | 0.19% | -8.1% |
Q2 2022 | $476,000 | -22.0% | 15,243 | -5.1% | 0.21% | -16.6% |
Q1 2022 | $610,000 | -26.7% | 16,055 | -21.0% | 0.25% | -15.4% |
Q4 2021 | $832,000 | +22.7% | 20,316 | +24.4% | 0.30% | +3.8% |
Q3 2021 | $678,000 | -6.9% | 16,336 | -6.7% | 0.29% | -25.6% |
Q2 2021 | $728,000 | -0.4% | 17,502 | -5.6% | 0.39% | +11.5% |
Q1 2021 | $731,000 | +5.9% | 18,534 | +1.2% | 0.35% | -3.1% |
Q4 2020 | $690,000 | +9.9% | 18,320 | -5.2% | 0.36% | +0.8% |
Q3 2020 | $628,000 | +7.7% | 19,318 | -1.9% | 0.36% | +1.7% |
Q2 2020 | $583,000 | +19.7% | 19,702 | -1.2% | 0.35% | +2.3% |
Q1 2020 | $487,000 | -25.1% | 19,945 | +6.4% | 0.34% | -21.2% |
Q4 2019 | $650,000 | – | 18,747 | – | 0.43% | – |
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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% |