SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 376 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,704 | -85.2% | 76 | -85.1% | 0.00% | – |
Q1 2024 | $18,294 | +628.0% | 511 | +581.3% | 0.00% | – |
Q4 2023 | $2,513 | +3.9% | 75 | 0.0% | 0.00% | – |
Q3 2023 | $2,419 | -4.5% | 75 | 0.0% | 0.00% | – |
Q2 2023 | $2,533 | -90.6% | 75 | -90.6% | 0.00% | -100.0% |
Q1 2023 | $26,934 | +1346600.0% | 799 | +965.3% | 0.00% | – |
Q4 2022 | $2 | -99.9% | 75 | -5.1% | 0.00% | – |
Q3 2022 | $2,000 | -80.0% | 79 | -74.4% | 0.00% | – |
Q2 2022 | $10,000 | -85.5% | 308 | -83.0% | 0.00% | -100.0% |
Q1 2022 | $69,000 | +176.0% | 1,809 | +200.5% | 0.00% | +100.0% |
Q4 2021 | $25,000 | +25.0% | 602 | +26.7% | 0.00% | 0.0% |
Q3 2021 | $20,000 | -56.5% | 475 | -57.2% | 0.00% | 0.0% |
Q2 2021 | $46,000 | +318.2% | 1,111 | +283.1% | 0.00% | – |
Q1 2021 | $11,000 | – | 290 | – | 0.00% | – |
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% |