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 | $1,196,060 | -6.8% | 37,761 | -0.6% | 0.21% | -6.6% |
Q2 2023 | $1,282,814 | +1.3% | 37,987 | +1.1% | 0.23% | -7.3% |
Q1 2023 | $1,266,006 | +7.9% | 37,556 | +0.7% | 0.25% | -1.2% |
Q4 2022 | $1,173,496 | +35.8% | 37,290 | +19.2% | 0.25% | +20.9% |
Q3 2022 | $864,000 | +52.1% | 31,271 | +72.9% | 0.21% | +52.6% |
Q2 2022 | $568,000 | -12.3% | 18,089 | +6.0% | 0.14% | +3.8% |
Q1 2022 | $648,000 | -3.3% | 17,061 | +4.3% | 0.13% | -3.0% |
Q4 2021 | $670,000 | +14.3% | 16,363 | +15.7% | 0.13% | -26.0% |
Q3 2021 | $586,000 | +8.3% | 14,137 | +8.8% | 0.18% | +13.1% |
Q2 2021 | $541,000 | +17.1% | 12,991 | +6.3% | 0.16% | -11.6% |
Q4 2020 | $462,000 | +12.4% | 12,217 | -3.5% | 0.18% | -15.8% |
Q3 2020 | $411,000 | -6.4% | 12,665 | -14.8% | 0.22% | -29.7% |
Q2 2020 | $439,000 | +28.7% | 14,863 | +5.7% | 0.31% | -9.2% |
Q1 2020 | $341,000 | -27.6% | 14,064 | +3.0% | 0.34% | -14.7% |
Q4 2019 | $471,000 | – | 13,655 | – | 0.40% | – |
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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% |