SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,505,029 | -6.3% | 170,699 | -1.9% | 1.23% | -5.4% |
| Q2 2023 | $5,877,950 | -0.0% | 174,058 | -0.2% | 1.30% | -5.2% |
| Q1 2023 | $5,878,859 | +6.8% | 174,395 | -0.3% | 1.38% | +0.3% |
| Q4 2022 | $5,504,800 | +32.3% | 174,922 | +16.7% | 1.37% | +6.1% |
| Q3 2022 | $4,161,000 | -15.5% | 149,942 | -4.9% | 1.29% | -14.6% |
| Q2 2022 | $4,926,000 | -14.8% | 157,748 | +11.7% | 1.51% | -4.6% |
| Q4 2021 | $5,779,000 | -1.1% | 141,193 | +0.3% | 1.58% | -8.3% |
| Q3 2021 | $5,843,000 | – | 140,719 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
| Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
| Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
| Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
| MCIA Inc | 130,855 | $4,720,000 | 4.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
| Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
| MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
| McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
| Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |