SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,319 | +898.4% | 4,506 | +945.5% | 0.00% | +300.0% |
| Q2 2023 | $14,555 | +120.3% | 431 | +119.9% | 0.00% | – |
| Q1 2023 | $6,608 | -55.1% | 196 | -58.1% | 0.00% | -100.0% |
| Q4 2022 | $14,728 | +13.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -13.3% | 468 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | +400.0% | 468 | +559.2% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 71 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -98.4% | 71 | -98.6% | 0.00% | -100.0% |
| Q1 2020 | $124,000 | – | 5,096 | – | 0.02% | – |
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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% |