SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,643 | -4.5% | 16,330 | 0.0% | 0.15% | -3.2% |
| Q2 2023 | $551,465 | -2.8% | 16,330 | -3.0% | 0.16% | -8.7% |
| Q1 2023 | $567,374 | +7.1% | 16,831 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $529,672 | +12.2% | 16,831 | -1.1% | 0.17% | -0.6% |
| Q3 2022 | $472,000 | -11.3% | 17,026 | 0.0% | 0.17% | -10.4% |
| Q2 2022 | $532,000 | -17.6% | 17,026 | 0.0% | 0.19% | -8.1% |
| Q1 2022 | $646,000 | -7.3% | 17,026 | 0.0% | 0.21% | -3.2% |
| Q4 2021 | $697,000 | -4.5% | 17,026 | -3.2% | 0.22% | -10.3% |
| Q3 2021 | $730,000 | -0.1% | 17,582 | 0.0% | 0.24% | -1.2% |
| Q2 2021 | $731,000 | +4.4% | 17,582 | -0.9% | 0.24% | -4.3% |
| Q1 2021 | $700,000 | +2.5% | 17,749 | -2.2% | 0.26% | -3.8% |
| Q4 2020 | $683,000 | – | 18,149 | – | 0.27% | – |
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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% |