SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,441,204 | +7.9% | 40,506 | +8.5% | 0.68% | +2.4% |
| Q1 2024 | $1,335,913 | +106.4% | 37,316 | +85.9% | 0.67% | +71.9% |
| Q4 2023 | $647,322 | +2821.7% | 20,072 | +2821.7% | 0.39% | +1942.1% |
| Q3 2023 | $22,156 | -4.5% | 687 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $23,200 | +0.2% | 687 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $23,159 | – | 687 | – | 0.02% | – |
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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% |