SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,823,676 | -0.6% | 107,467 | 0.0% | 1.96% | -0.8% |
| Q1 2024 | $3,847,319 | +2.6% | 107,467 | 0.0% | 1.97% | -4.8% |
| Q4 2023 | $3,749,524 | +8.2% | 107,467 | 0.0% | 2.07% | -1.8% |
| Q3 2023 | $3,465,811 | -4.5% | 107,467 | 0.0% | 2.11% | -5.3% |
| Q2 2023 | $3,629,161 | +0.2% | 107,467 | 0.0% | 2.23% | -14.5% |
| Q1 2023 | $3,622,713 | +7.1% | 107,467 | 0.0% | 2.60% | +0.9% |
| Q4 2022 | $3,381,986 | +13.4% | 107,467 | 0.0% | 2.58% | +2.7% |
| Q3 2022 | $2,982,000 | +13.7% | 107,467 | +27.9% | 2.51% | +15.3% |
| Q2 2022 | $2,623,000 | – | 84,000 | – | 2.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |