SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,886,518 | -5.4% | 151,520 | -0.9% | 4.50% | -1.6% |
| Q2 2023 | $5,165,019 | -2.5% | 152,947 | -2.7% | 4.57% | -5.6% |
| Q1 2023 | $5,299,849 | +5.7% | 157,219 | -1.3% | 4.84% | -0.3% |
| Q4 2022 | $5,012,886 | +15.9% | 159,291 | +2.1% | 4.86% | +7.8% |
| Q3 2022 | $4,327,000 | -7.6% | 155,945 | +4.0% | 4.50% | -0.1% |
| Q2 2022 | $4,683,000 | -17.7% | 149,962 | +0.0% | 4.51% | -4.7% |
| Q1 2022 | $5,692,000 | -9.6% | 149,918 | -2.5% | 4.73% | +4.6% |
| Q4 2021 | $6,297,000 | -1.3% | 153,840 | +0.2% | 4.52% | -3.1% |
| Q3 2021 | $6,377,000 | +2.0% | 153,584 | +2.2% | 4.67% | +3.4% |
| Q2 2021 | $6,254,000 | +3.4% | 150,343 | -2.1% | 4.51% | 0.0% |
| Q1 2021 | $6,051,000 | +7.8% | 153,495 | +2.9% | 4.51% | -8.3% |
| Q4 2020 | $5,614,000 | +15.2% | 149,100 | -0.5% | 4.92% | -2.9% |
| Q3 2020 | $4,873,000 | +11.9% | 149,786 | +1.7% | 5.07% | +4.5% |
| Q2 2020 | $4,355,000 | +764.1% | 147,293 | +613.7% | 4.85% | +627.0% |
| Q1 2020 | $504,000 | -94.4% | 20,637 | -92.1% | 0.67% | -92.4% |
| Q4 2019 | $9,025,000 | – | 260,466 | – | 8.77% | – |
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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% |