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 | $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 ↓ |
|---|---|---|---|
| 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% |