SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,256 | -21.9% | 38,950 | -18.3% | 0.33% | -6.2% |
| Q1 2023 | $1,608 | +4.8% | 47,689 | -2.2% | 0.35% | -4.6% |
| Q4 2022 | $1,534 | -99.9% | 48,750 | +14.0% | 0.37% | +13.2% |
| Q3 2022 | $1,187,000 | +108.2% | 42,767 | +134.5% | 0.33% | +110.3% |
| Q2 2022 | $570,000 | -17.7% | 18,241 | 0.0% | 0.16% | -12.4% |
| Q1 2022 | $693,000 | -9.6% | 18,241 | -2.7% | 0.18% | -13.7% |
| Q4 2021 | $767,000 | -1.3% | 18,744 | +0.4% | 0.20% | -23.5% |
| Q2 2021 | $777,000 | +3.7% | 18,667 | +0.1% | 0.27% | -2.2% |
| Q1 2021 | $749,000 | +12.5% | 18,653 | +5.4% | 0.27% | -8.7% |
| Q4 2020 | $666,000 | +16.8% | 17,689 | +1.0% | 0.30% | -1.0% |
| Q3 2020 | $570,000 | +10.0% | 17,507 | 0.0% | 0.30% | +0.7% |
| Q2 2020 | $518,000 | +37.0% | 17,507 | +12.9% | 0.30% | +14.9% |
| Q1 2020 | $378,000 | +37.0% | 15,507 | +94.9% | 0.26% | +56.9% |
| Q4 2019 | $276,000 | – | 7,955 | – | 0.17% | – |
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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% |