SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 370 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $219,000 | -95.5% | 7,025 | -94.5% | 0.03% | -94.9% |
| Q1 2022 | $4,873,000 | -12.2% | 128,349 | -5.3% | 0.57% | -4.1% |
| Q4 2021 | $5,548,000 | +4.1% | 135,554 | +5.6% | 0.59% | -9.9% |
| Q3 2021 | $5,331,000 | -0.5% | 128,391 | -0.4% | 0.66% | -0.6% |
| Q2 2021 | $5,360,000 | -3.4% | 128,844 | -8.5% | 0.66% | -9.3% |
| Q1 2021 | $5,549,000 | +4.5% | 140,776 | -0.2% | 0.73% | -0.1% |
| Q4 2020 | $5,312,000 | +14.2% | 141,096 | -1.4% | 0.73% | -4.2% |
| Q3 2020 | $4,653,000 | +13.4% | 143,035 | +3.1% | 0.76% | +2.8% |
| Q2 2020 | $4,104,000 | -34.2% | 138,789 | -45.7% | 0.74% | -37.1% |
| Q1 2020 | $6,239,000 | -51.4% | 255,707 | -31.0% | 1.18% | -33.1% |
| Q4 2019 | $12,832,000 | +8.3% | 370,331 | -0.6% | 1.76% | -0.3% |
| Q3 2019 | $11,850,000 | -3.7% | 372,628 | -1.1% | 1.76% | -3.1% |
| Q2 2019 | $12,299,000 | +1.9% | 376,822 | +0.7% | 1.82% | -2.5% |
| Q1 2019 | $12,066,000 | +13.6% | 374,150 | +2.5% | 1.87% | +5.4% |
| Q4 2018 | $10,618,000 | +1362.5% | 364,871 | +1691.4% | 1.77% | +1139.9% |
| Q3 2018 | $726,000 | +2.7% | 20,368 | +3.9% | 0.14% | -5.9% |
| Q2 2018 | $707,000 | -1.4% | 19,595 | -0.2% | 0.15% | -3.8% |
| Q1 2018 | $717,000 | -0.1% | 19,641 | +0.2% | 0.16% | +13.7% |
| Q4 2017 | $718,000 | +3.0% | 19,605 | +0.8% | 0.14% | -9.2% |
| Q3 2017 | $697,000 | +6.6% | 19,446 | -0.1% | 0.15% | +2.0% |
| Q2 2017 | $654,000 | +6.9% | 19,461 | -0.4% | 0.15% | 0.0% |
| Q1 2017 | $612,000 | -0.8% | 19,531 | -7.8% | 0.15% | -5.1% |
| Q4 2016 | $617,000 | +100.3% | 21,193 | +98.7% | 0.16% | +58.0% |
| Q4 2015 | $308,000 | -53.8% | 10,667 | -54.4% | 0.10% | -57.8% |
| Q3 2015 | $667,000 | +4.2% | 23,385 | +14.4% | 0.24% | -21.0% |
| Q2 2015 | $640,000 | +3.9% | 20,448 | +0.1% | 0.30% | +2.0% |
| Q1 2015 | $616,000 | -65.9% | 20,433 | -67.4% | 0.29% | -56.7% |
| Q4 2014 | $1,808,000 | – | 62,657 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |