SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,286,953 | +26.3% | 101,921 | +32.2% | 0.00% | – |
| Q2 2023 | $2,602,734 | -49.0% | 77,072 | -49.1% | 0.00% | – |
| Q1 2023 | $5,104,864 | +119.1% | 151,434 | +104.5% | 0.00% | – |
| Q4 2022 | $2,330,266 | +31.0% | 74,047 | +15.5% | 0.00% | – |
| Q3 2022 | $1,779,000 | +49.5% | 64,107 | +68.2% | 0.00% | – |
| Q2 2022 | $1,190,000 | -64.9% | 38,105 | -57.4% | 0.00% | – |
| Q1 2022 | $3,395,000 | +89.6% | 89,432 | +104.4% | 0.00% | – |
| Q4 2021 | $1,791,000 | +258.2% | 43,758 | +263.0% | 0.00% | – |
| Q3 2021 | $500,000 | +10.1% | 12,053 | +10.5% | 0.00% | – |
| Q2 2021 | $454,000 | +8.1% | 10,905 | +2.3% | 0.00% | – |
| Q1 2021 | $420,000 | +12.6% | 10,663 | +7.7% | 0.00% | – |
| Q4 2020 | $373,000 | +1.9% | 9,899 | -12.1% | 0.00% | – |
| Q3 2020 | $366,000 | +251.9% | 11,264 | +221.3% | 0.00% | – |
| Q2 2020 | $104,000 | +271.4% | 3,506 | +202.0% | 0.00% | – |
| Q1 2020 | $28,000 | -76.7% | 1,161 | -66.6% | 0.00% | – |
| Q4 2019 | $120,000 | -75.8% | 3,475 | -77.7% | 0.00% | – |
| Q3 2019 | $496,000 | +1027.3% | 15,595 | +1050.9% | 0.00% | – |
| Q2 2019 | $44,000 | +33.3% | 1,355 | +33.2% | 0.00% | – |
| Q1 2019 | $33,000 | – | 1,017 | – | 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% |