SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,011,382 | -5.9% | 31,361 | -1.6% | 0.27% | -6.0% |
| Q2 2023 | $1,074,955 | -1.5% | 31,857 | -1.6% | 0.28% | -6.9% |
| Q1 2023 | $1,091,016 | +7.0% | 32,374 | -0.0% | 0.31% | +0.3% |
| Q4 2022 | $1,019,385 | +23.4% | 32,380 | +8.8% | 0.30% | +14.7% |
| Q3 2022 | $826,000 | +8.3% | 29,761 | +21.9% | 0.27% | +11.3% |
| Q2 2022 | $763,000 | -99.9% | 24,421 | +13.7% | 0.24% | +3.0% |
| Q1 2022 | $816,000,000 | -24.3% | 21,475 | -18.4% | 0.23% | -67.0% |
| Q4 2021 | $1,078,000,000 | +98078.5% | 26,326 | -0.3% | 0.70% | +30.0% |
| Q3 2021 | $1,098,000 | -7.6% | 26,416 | -7.2% | 0.54% | +23.9% |
| Q2 2021 | $1,188,000 | +10.8% | 28,468 | +4.7% | 0.44% | +4.6% |
| Q1 2021 | $1,072,000 | +10.1% | 27,188 | +5.1% | 0.42% | -0.7% |
| Q4 2020 | $974,000 | +106.8% | 25,863 | +78.5% | 0.42% | +66.7% |
| Q3 2020 | $471,000 | – | 14,492 | – | 0.25% | – |
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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% |