SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $994 | +22.0% | 30,818 | +27.7% | 0.00% | 0.0% |
Q2 2023 | $815 | +21.5% | 24,136 | +21.1% | 0.00% | +100.0% |
Q1 2023 | $671 | +17.3% | 19,926 | +9.5% | 0.00% | 0.0% |
Q4 2022 | $572 | -99.9% | 18,193 | -2.5% | 0.00% | 0.0% |
Q3 2022 | $518,000 | +0.8% | 18,669 | +13.3% | 0.00% | 0.0% |
Q2 2022 | $514,000 | -29.4% | 16,477 | -14.1% | 0.00% | -50.0% |
Q1 2022 | $728,000 | -46.5% | 19,181 | -42.3% | 0.00% | -33.3% |
Q4 2021 | $1,361,000 | +2.4% | 33,252 | +3.8% | 0.00% | 0.0% |
Q3 2021 | $1,329,000 | +2.6% | 32,022 | +2.8% | 0.00% | 0.0% |
Q2 2021 | $1,295,000 | +5.8% | 31,139 | +0.3% | 0.00% | 0.0% |
Q1 2021 | $1,224,000 | +6.5% | 31,058 | +1.7% | 0.00% | 0.0% |
Q4 2020 | $1,149,000 | +12.9% | 30,538 | -2.5% | 0.00% | 0.0% |
Q3 2020 | $1,018,000 | +22.7% | 31,318 | +11.5% | 0.00% | 0.0% |
Q2 2020 | $830,000 | +27.5% | 28,088 | +5.2% | 0.00% | 0.0% |
Q1 2020 | $651,000 | -45.9% | 26,702 | -23.2% | 0.00% | -40.0% |
Q4 2019 | $1,204,000 | +42.8% | 34,748 | +31.0% | 0.01% | +25.0% |
Q3 2019 | $843,000 | -1.2% | 26,532 | +1.5% | 0.00% | 0.0% |
Q2 2019 | $853,000 | 0.0% | 26,151 | -1.2% | 0.00% | 0.0% |
Q1 2019 | $853,000 | +14.3% | 26,466 | +3.1% | 0.00% | 0.0% |
Q4 2018 | $746,000 | +11.8% | 25,666 | +37.1% | 0.00% | +33.3% |
Q3 2018 | $667,000 | – | 18,721 | – | 0.00% | – |
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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% |