SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23 | -4.2% | 700 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $24 | -11.1% | 700 | -13.0% | 0.00% | 0.0% |
Q1 2023 | $27 | +8.0% | 805 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $25 | -99.9% | 805 | +0.2% | 0.00% | +33.3% |
Q3 2022 | $22,000 | -12.0% | 803 | 0.0% | 0.00% | -25.0% |
Q2 2022 | $25,000 | -16.7% | 803 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $30,000 | -21.1% | 803 | -12.6% | 0.00% | -20.0% |
Q4 2021 | $38,000 | +15.2% | 919 | +14.7% | 0.01% | 0.0% |
Q3 2021 | $33,000 | 0.0% | 801 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $33,000 | +3.1% | 801 | +0.1% | 0.01% | -16.7% |
Q1 2021 | $32,000 | +23.1% | 800 | +14.3% | 0.01% | +20.0% |
Q4 2020 | $26,000 | – | 700 | – | 0.01% | – |
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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% |