SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 376 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,891 | -4.5% | 1,516 | 0.0% | 0.00% | – |
| Q2 2023 | $51,195 | +0.2% | 1,516 | 0.0% | 0.00% | – |
| Q1 2023 | $51,104 | +7.1% | 1,516 | 0.0% | 0.00% | – |
| Q4 2022 | $47,709 | +13.6% | 1,516 | 0.0% | 0.00% | – |
| Q3 2022 | $42,000 | -10.6% | 1,516 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | -19.0% | 1,516 | -0.1% | 0.00% | – |
| Q1 2022 | $58,000 | -6.5% | 1,517 | 0.0% | 0.00% | – |
| Q4 2021 | $62,000 | -1.6% | 1,517 | 0.0% | 0.00% | – |
| Q3 2021 | $63,000 | -98.2% | 1,517 | -98.3% | 0.00% | -100.0% |
| Q1 2021 | $3,540,000 | -46.2% | 89,807 | -56.6% | 0.00% | -75.0% |
| Q3 2019 | $6,579,000 | – | 206,900 | – | 0.00% | – |
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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% |