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 | $457,173 | -10.4% | 14,176 | -6.2% | 0.01% | -11.1% |
| Q2 2023 | $510,363 | -1.0% | 15,113 | -1.1% | 0.01% | -18.2% |
| Q1 2023 | $515,342 | +1.8% | 15,288 | -5.0% | 0.01% | 0.0% |
| Q4 2022 | $506,243 | +45.1% | 16,087 | +28.1% | 0.01% | +37.5% |
| Q3 2022 | $349,000 | +21.2% | 12,560 | +36.2% | 0.01% | +33.3% |
| Q2 2022 | $288,000 | -47.3% | 9,222 | -35.9% | 0.01% | -40.0% |
| Q1 2022 | $546,000 | -14.8% | 14,387 | -8.1% | 0.01% | -9.1% |
| Q4 2021 | $641,000 | +78.6% | 15,662 | +81.4% | 0.01% | +57.1% |
| Q3 2021 | $359,000 | -6.5% | 8,635 | -6.5% | 0.01% | 0.0% |
| Q2 2021 | $384,000 | +7.0% | 9,235 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $359,000 | +5.0% | 9,098 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $342,000 | +17.9% | 9,097 | +2.0% | 0.01% | 0.0% |
| Q3 2020 | $290,000 | -11.9% | 8,922 | -19.8% | 0.01% | -12.5% |
| Q2 2020 | $329,000 | +10.4% | 11,124 | -8.8% | 0.01% | -11.1% |
| Q1 2020 | $298,000 | – | 12,199 | – | 0.01% | – |
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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% |