SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,263,100 | -4.8% | 256,220 | -0.3% | 5.55% | +13.6% |
| Q2 2023 | $8,678,661 | +6.1% | 256,993 | +5.9% | 4.88% | +0.3% |
| Q1 2023 | $8,183,336 | +4.9% | 242,757 | -2.0% | 4.87% | -1.2% |
| Q4 2022 | $7,798,939 | +21.0% | 247,821 | +6.7% | 4.93% | +7.0% |
| Q3 2022 | $6,443,000 | +4.9% | 232,187 | +18.1% | 4.61% | +14.7% |
| Q2 2022 | $6,140,000 | -14.1% | 196,616 | +4.4% | 4.02% | -1.3% |
| Q1 2022 | $7,150,000 | +6.2% | 188,303 | +14.5% | 4.07% | +4.9% |
| Q4 2021 | $6,732,000 | +12.3% | 164,483 | +14.1% | 3.88% | +4.6% |
| Q3 2021 | $5,995,000 | 0.0% | 144,118 | 0.0% | 3.70% | +0.2% |
| Q2 2021 | $5,995,000 | +7.7% | 144,118 | +2.0% | 3.70% | +2.9% |
| Q1 2021 | $5,568,000 | +1.0% | 141,253 | -3.6% | 3.59% | +1.4% |
| Q4 2020 | $5,515,000 | – | 146,471 | – | 3.54% | – |
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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% |