SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download |
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% |