SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,083,234 | +4.3% | 30,445 | +4.9% | 0.24% | +1.7% |
| Q1 2024 | $1,038,737 | +38.4% | 29,015 | +34.8% | 0.23% | +27.6% |
| Q4 2023 | $750,737 | +148.3% | 21,518 | +129.5% | 0.18% | +129.1% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |