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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $23,760 | -95.6% | 755 | -96.2% | 0.01% | -96.0% |
| Q3 2022 | $545,000 | -11.2% | 19,650 | 0.0% | 0.33% | -2.4% |
| Q2 2022 | $614,000 | -17.7% | 19,650 | 0.0% | 0.34% | +0.3% |
| Q1 2022 | $746,000 | -1.5% | 19,650 | +6.3% | 0.34% | -5.4% |
| Q4 2021 | $757,000 | +46.4% | 18,490 | +48.5% | 0.36% | +26.8% |
| Q3 2021 | $517,000 | -0.2% | 12,450 | 0.0% | 0.28% | +3.3% |
| Q2 2021 | $518,000 | +5.5% | 12,450 | 0.0% | 0.27% | -5.6% |
| Q1 2021 | $491,000 | +26.5% | 12,450 | +20.8% | 0.29% | +14.8% |
| Q4 2020 | $388,000 | +15.8% | 10,310 | 0.0% | 0.25% | +0.4% |
| Q3 2020 | $335,000 | +9.8% | 10,310 | 0.0% | 0.25% | -8.5% |
| Q2 2020 | $305,000 | -8.4% | 10,310 | +7.4% | 0.27% | -18.6% |
| Q4 2019 | $333,000 | – | 9,600 | – | 0.33% | – |
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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% |