SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |