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 | $281,575 | -9.8% | 8,731 | -5.5% | 0.09% | +52.5% |
| Q2 2023 | $312,069 | -18.0% | 9,241 | -18.1% | 0.06% | -21.8% |
| Q1 2023 | $380,417 | +6.7% | 11,285 | -0.4% | 0.08% | +2.6% |
| Q4 2022 | $356,555 | +4.9% | 11,330 | +4.2% | 0.08% | +10.1% |
| Q2 2022 | $340,000 | -18.5% | 10,872 | -1.0% | 0.07% | -1.4% |
| Q1 2022 | $417,000 | -7.1% | 10,977 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $449,000 | +78.9% | 10,977 | +64.4% | 0.07% | +35.8% |
| Q4 2020 | $251,000 | – | 6,675 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |