SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,932,581 | -0.9% | 152,948 | +3.8% | 2.76% | -13.0% |
| Q2 2023 | $4,977,369 | +0.4% | 147,390 | +0.2% | 3.17% | -2.5% |
| Q1 2023 | $4,958,148 | +7.0% | 147,082 | -0.1% | 3.26% | +3.6% |
| Q4 2022 | $4,635,000 | +19.6% | 147,280 | +5.4% | 3.14% | -0.1% |
| Q3 2022 | $3,877,000 | -22.1% | 139,713 | -12.3% | 3.14% | -24.9% |
| Q2 2022 | $4,978,000 | -11.4% | 159,393 | +7.7% | 4.19% | +2.2% |
| Q1 2022 | $5,621,000 | -1.7% | 148,047 | +5.9% | 4.10% | -2.6% |
| Q4 2021 | $5,720,000 | – | 139,750 | – | 4.21% | – |
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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% |