SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 370 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $308,870 | -4.2% | 8,681 | -3.6% | 0.12% | -4.9% |
| Q1 2024 | $322,492 | +6.2% | 9,008 | +3.5% | 0.12% | -6.1% |
| Q4 2023 | $303,752 | +11.1% | 8,706 | +2.7% | 0.13% | -5.8% |
| 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 ↓ |
|---|---|---|---|
| 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% |