SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,158,060 | -3.9% | 97,924 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $3,285,763 | +1.1% | 97,298 | +1.0% | 0.00% | -20.0% |
| Q1 2023 | $3,248,855 | +8.9% | 96,377 | +1.7% | 0.01% | +25.0% |
| Q4 2022 | $2,983,595 | -39.4% | 94,808 | -46.6% | 0.00% | -50.0% |
| Q3 2022 | $4,926,000 | -12.2% | 177,527 | -1.2% | 0.01% | -11.1% |
| Q2 2022 | $5,613,000 | -13.9% | 179,715 | +4.7% | 0.01% | 0.0% |
| Q1 2022 | $6,520,000 | -11.0% | 171,699 | -4.1% | 0.01% | -10.0% |
| Q4 2021 | $7,325,000 | +1.6% | 178,966 | +3.0% | 0.01% | -9.1% |
| Q3 2021 | $7,212,000 | +0.9% | 173,709 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $7,150,000 | +6.6% | 171,868 | +1.0% | 0.01% | 0.0% |
| Q1 2021 | $6,707,000 | +25.5% | 170,136 | +19.9% | 0.01% | +10.0% |
| Q4 2020 | $5,344,000 | +24.2% | 141,934 | +7.3% | 0.01% | +11.1% |
| Q3 2020 | $4,302,000 | +63.4% | 132,244 | +48.6% | 0.01% | +50.0% |
| Q2 2020 | $2,632,000 | +110.4% | 89,001 | +73.6% | 0.01% | +100.0% |
| Q1 2020 | $1,251,000 | -26.6% | 51,265 | +4.2% | 0.00% | -25.0% |
| Q4 2019 | $1,704,000 | +60.8% | 49,195 | +47.3% | 0.00% | +33.3% |
| Q3 2019 | $1,060,000 | +19.8% | 33,405 | +23.3% | 0.00% | +50.0% |
| Q2 2019 | $885,000 | +14.9% | 27,095 | +13.3% | 0.00% | 0.0% |
| Q1 2019 | $770,000 | -14.3% | 23,911 | -22.5% | 0.00% | -33.3% |
| Q4 2018 | $898,000 | – | 30,859 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |