SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download |
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% |