SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,591,575 | -11.1% | 111,367 | -6.9% | 1.27% | -9.0% |
| Q2 2023 | $4,040,502 | -1.4% | 119,648 | -1.6% | 1.39% | -6.6% |
| Q1 2023 | $4,099,633 | +8.5% | 121,615 | +1.3% | 1.49% | +1.6% |
| Q4 2022 | $3,777,966 | +14.3% | 120,050 | +0.8% | 1.46% | +12.3% |
| Q3 2022 | $3,304,000 | -5.9% | 119,064 | +5.9% | 1.30% | -2.6% |
| Q2 2022 | $3,511,000 | -15.9% | 112,429 | +2.2% | 1.34% | -7.1% |
| Q1 2022 | $4,176,000 | -6.7% | 109,985 | +0.6% | 1.44% | -2.8% |
| Q4 2021 | $4,475,000 | +8.2% | 109,340 | +9.8% | 1.48% | +2.6% |
| Q3 2021 | $4,135,000 | +3.1% | 99,589 | +3.6% | 1.45% | +2.8% |
| Q2 2021 | $4,012,000 | +19.8% | 96,097 | +13.1% | 1.41% | +11.3% |
| Q1 2021 | $3,349,000 | – | 84,956 | – | 1.26% | – |
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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% |