SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |