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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,287 | -5.7% | 8,474 | -1.2% | 0.14% | -2.8% |
| Q2 2023 | $289,747 | -1.1% | 8,580 | -1.3% | 0.14% | -8.9% |
| Q1 2023 | $292,954 | +15.4% | 8,690 | +7.7% | 0.16% | +7.5% |
| Q4 2022 | $253,806 | +15.4% | 8,065 | +1.7% | 0.15% | +2.8% |
| Q3 2022 | $220,000 | -7.9% | 7,929 | +3.7% | 0.14% | -3.4% |
| Q2 2022 | $239,000 | -13.7% | 7,647 | +4.8% | 0.15% | -7.0% |
| Q1 2022 | $277,000 | +1.5% | 7,295 | -0.1% | 0.16% | -4.2% |
| Q4 2021 | $273,000 | – | 7,299 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |