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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -14.2% | 6,026 | -7.7% | 0.01% | 0.0% |
| Q4 2021 | $267,000 | -1.5% | 6,526 | +0.0% | 0.01% | -13.3% |
| Q3 2021 | $271,000 | -13.4% | 6,525 | -13.3% | 0.02% | -11.8% |
| Q2 2021 | $313,000 | +5.7% | 7,525 | +0.1% | 0.02% | -5.6% |
| Q1 2021 | $296,000 | +4.6% | 7,520 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $283,000 | +2.2% | 7,520 | -11.7% | 0.02% | -10.0% |
| Q3 2020 | $277,000 | +9.9% | 8,520 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $252,000 | -36.7% | 8,520 | -25.9% | 0.02% | -31.0% |
| Q4 2019 | $398,000 | +8.7% | 11,500 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $366,000 | -2.4% | 11,500 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $375,000 | -3.1% | 11,500 | -4.2% | 0.03% | -6.5% |
| Q1 2019 | $387,000 | +10.9% | 12,000 | 0.0% | 0.03% | -6.1% |
| Q4 2018 | $349,000 | +2.9% | 12,000 | +26.3% | 0.03% | +22.2% |
| Q3 2018 | $339,000 | -1.2% | 9,500 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $343,000 | -1.2% | 9,500 | 0.0% | 0.03% | -6.5% |
| Q1 2018 | $347,000 | -0.3% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $348,000 | +2.4% | 9,500 | 0.0% | 0.03% | -8.8% |
| Q3 2017 | $340,000 | +6.6% | 9,500 | 0.0% | 0.03% | +6.2% |
| Q2 2017 | $319,000 | +7.0% | 9,500 | 0.0% | 0.03% | +3.2% |
| Q1 2017 | $298,000 | +8.0% | 9,500 | 0.0% | 0.03% | +3.3% |
| Q4 2016 | $276,000 | -5.8% | 9,500 | 0.0% | 0.03% | -9.1% |
| Q3 2016 | $293,000 | +6.9% | 9,500 | 0.0% | 0.03% | +3.1% |
| Q2 2016 | $274,000 | -0.4% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $275,000 | +0.4% | 9,500 | 0.0% | 0.03% | -3.0% |
| Q4 2015 | $274,000 | +1.1% | 9,500 | 0.0% | 0.03% | -2.9% |
| Q3 2015 | $271,000 | -8.8% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $297,000 | +3.5% | 9,500 | 0.0% | 0.03% | +3.0% |
| Q1 2015 | $287,000 | +4.7% | 9,500 | 0.0% | 0.03% | +6.5% |
| Q4 2014 | $274,000 | -8.1% | 9,500 | 0.0% | 0.03% | -13.9% |
| Q3 2014 | $298,000 | -8.6% | 9,500 | 0.0% | 0.04% | -5.3% |
| Q2 2014 | $326,000 | +3.8% | 9,500 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $314,000 | +3.6% | 9,500 | 0.0% | 0.04% | +2.7% |
| Q4 2013 | $303,000 | +3.4% | 9,500 | 0.0% | 0.04% | -2.6% |
| Q3 2013 | $293,000 | +14.0% | 9,500 | 0.0% | 0.04% | +5.6% |
| Q2 2013 | $257,000 | – | 9,500 | – | 0.04% | – |
Download | ||||||
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% |