SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 371 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $760 | +123.5% | 21,362 | +122.5% | 0.15% | +25.2% |
| Q1 2024 | $340 | -54.0% | 9,601 | -54.8% | 0.12% | -32.4% |
| Q4 2023 | $739 | +10.3% | 21,218 | +2.0% | 0.18% | -2.2% |
| Q3 2023 | $670 | -10.9% | 20,794 | -6.6% | 0.18% | -5.8% |
| Q2 2023 | $752 | -1.6% | 22,271 | -1.7% | 0.19% | -3.0% |
| Q1 2023 | $764 | +81.0% | 22,647 | +69.0% | 0.20% | +14.5% |
| Q4 2022 | $422 | -99.9% | 13,402 | -0.2% | 0.17% | +3.6% |
| Q3 2022 | $373,000 | – | 13,425 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |