SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,264,762 | +58.8% | 1,155,496 | +66.3% | 0.98% | +63.8% |
Q2 2023 | $23,462,089 | +0.6% | 694,761 | +0.4% | 0.60% | -4.9% |
Q1 2023 | $23,326,691 | +130.4% | 691,981 | +115.1% | 0.63% | +118.5% |
Q4 2022 | $10,125,073 | +14.2% | 321,737 | -0.6% | 0.29% | +4.4% |
Q3 2022 | $8,865,000 | -12.9% | 323,546 | -0.7% | 0.28% | -9.8% |
Q2 2022 | $10,177,000 | -57.6% | 325,857 | -48.5% | 0.30% | -53.6% |
Q1 2022 | $24,010,000 | -15.0% | 632,346 | -8.4% | 0.66% | -13.1% |
Q4 2021 | $28,259,000 | +1.8% | 690,419 | +3.3% | 0.76% | -8.2% |
Q3 2021 | $27,750,000 | -30.3% | 668,350 | -30.1% | 0.82% | -30.8% |
Q2 2021 | $39,800,000 | +14.0% | 956,727 | +8.0% | 1.19% | +4.3% |
Q1 2021 | $34,904,000 | +28.1% | 885,450 | +22.3% | 1.14% | +17.6% |
Q4 2020 | $27,252,000 | +83.6% | 723,818 | +58.6% | 0.97% | +61.7% |
Q3 2020 | $14,844,000 | +12.3% | 456,327 | +11.5% | 0.60% | +9.3% |
Q2 2020 | $13,224,000 | +52.2% | 409,288 | +14.9% | 0.55% | +16.8% |
Q1 2020 | $8,689,000 | +60.7% | 356,123 | +128.2% | 0.47% | +101.3% |
Q4 2019 | $5,408,000 | +48.8% | 156,076 | +40.2% | 0.23% | +30.0% |
Q3 2019 | $3,634,000 | 0.0% | 111,325 | 0.0% | 0.18% | 0.0% |
Q2 2019 | $3,634,000 | +510.8% | 111,325 | +503.7% | 0.18% | +181.2% |
Q1 2019 | $595,000 | -75.8% | 18,439 | -78.2% | 0.06% | -60.0% |
Q4 2018 | $2,457,000 | -57.2% | 84,446 | -47.6% | 0.16% | -53.2% |
Q3 2018 | $5,743,000 | +1.2% | 161,055 | +2.4% | 0.34% | +0.3% |
Q2 2018 | $5,675,000 | -30.6% | 157,325 | -29.8% | 0.34% | -30.5% |
Q1 2018 | $8,183,000 | +73.7% | 224,119 | +74.3% | 0.49% | +77.9% |
Q4 2017 | $4,711,000 | +7.5% | 128,606 | +5.1% | 0.28% | +3.0% |
Q3 2017 | $4,383,000 | +7.2% | 122,373 | +0.6% | 0.27% | +5.1% |
Q2 2017 | $4,090,000 | +155.8% | 121,612 | +138.2% | 0.26% | +142.9% |
Q1 2017 | $1,599,000 | – | 51,046 | – | 0.10% | – |
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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% |