SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 319 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,804,000 | +2.2% | 231,857 | +10.1% | 1.90% | -20.1% |
| Q4 2021 | $8,618,000 | -1.8% | 210,560 | -0.4% | 2.38% | +1.9% |
| Q3 2021 | $8,779,000 | -1.8% | 211,441 | -1.6% | 2.33% | -0.8% |
| Q2 2021 | $8,940,000 | -0.3% | 214,901 | -5.5% | 2.35% | -5.9% |
| Q1 2021 | $8,967,000 | -32.2% | 227,468 | -35.2% | 2.50% | -11.7% |
| Q4 2020 | $13,225,000 | +32.0% | 351,265 | +14.1% | 2.83% | -6.8% |
| Q3 2020 | $10,018,000 | – | 307,959 | – | 3.04% | – |
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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% |