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 | $18,059 | -5.2% | 560 | -0.7% | 0.02% | 0.0% |
Q2 2023 | $19,044 | -18.7% | 564 | -18.8% | 0.02% | -26.1% |
Q1 2023 | $23,425 | +7.1% | 695 | 0.0% | 0.02% | +4.5% |
Q4 2022 | $21,869 | -15.9% | 695 | -25.2% | 0.02% | -24.1% |
Q3 2022 | $26,000 | -10.3% | 929 | 0.0% | 0.03% | -6.5% |
Q2 2022 | $29,000 | -48.2% | 929 | -36.7% | 0.03% | -44.6% |
Q1 2022 | $56,000 | -6.7% | 1,467 | 0.0% | 0.06% | -3.4% |
Q4 2021 | $60,000 | – | 1,467 | – | 0.06% | – |
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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% |