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 | $302,311 | +80.6% | 9,374 | +89.1% | 0.08% | +79.5% |
| Q2 2023 | $167,397 | +47.8% | 4,957 | +47.5% | 0.04% | +37.5% |
| Q1 2023 | $113,257 | +57.3% | 3,360 | +46.9% | 0.03% | +52.4% |
| Q4 2022 | $71,995 | +46.9% | 2,288 | +28.4% | 0.02% | +40.0% |
| Q3 2022 | $49,000 | -39.5% | 1,782 | -31.6% | 0.02% | -37.5% |
| Q2 2022 | $81,000 | +305.0% | 2,607 | +393.8% | 0.02% | +380.0% |
| Q1 2022 | $20,000 | -9.1% | 528 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $22,000 | -4.3% | 528 | -4.0% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | 0.0% | 550 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $23,000 | +15.0% | 550 | +4.2% | 0.01% | +20.0% |
| Q1 2021 | $20,000 | +5.3% | 528 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $19,000 | +18.8% | 528 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $16,000 | – | 528 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |