SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $38,000 | -11.6% | 940 | -9.1% | 0.00% | – |
| Q3 2021 | $43,000 | -2.3% | 1,034 | -2.0% | 0.00% | – |
| Q2 2021 | $44,000 | +4.8% | 1,055 | -1.4% | 0.00% | – |
| Q1 2021 | $42,000 | -81.2% | 1,070 | -83.4% | 0.00% | – |
| Q4 2019 | $223,000 | -75.9% | 6,438 | -77.3% | 0.00% | -100.0% |
| Q2 2019 | $924,000 | -8.0% | 28,313 | -9.0% | 0.00% | 0.0% |
| Q1 2019 | $1,004,000 | -4.8% | 31,130 | -14.2% | 0.00% | -33.3% |
| Q4 2018 | $1,055,000 | -20.7% | 36,263 | -2.8% | 0.00% | 0.0% |
| Q3 2018 | $1,330,000 | -1.6% | 37,295 | -0.4% | 0.00% | 0.0% |
| Q2 2018 | $1,351,000 | -50.4% | 37,445 | -49.9% | 0.00% | 0.0% |
| Q1 2018 | $2,726,000 | +62.6% | 74,690 | +63.3% | 0.00% | -25.0% |
| Q4 2017 | $1,676,000 | -0.2% | 45,745 | -2.4% | 0.00% | 0.0% |
| Q3 2017 | $1,679,000 | +7.3% | 46,863 | +0.7% | 0.00% | 0.0% |
| Q2 2017 | $1,565,000 | +1.2% | 46,527 | -5.7% | 0.00% | 0.0% |
| Q1 2017 | $1,546,000 | -0.3% | 49,330 | -7.5% | 0.00% | 0.0% |
| Q4 2016 | $1,551,000 | -10.8% | 53,315 | -5.3% | 0.00% | -20.0% |
| Q3 2016 | $1,738,000 | +6.3% | 56,280 | -0.9% | 0.01% | 0.0% |
| Q2 2016 | $1,635,000 | -0.8% | 56,770 | -0.4% | 0.01% | 0.0% |
| Q1 2016 | $1,649,000 | -0.4% | 56,970 | -0.8% | 0.01% | 0.0% |
| Q4 2015 | $1,656,000 | +8.9% | 57,445 | +7.8% | 0.01% | 0.0% |
| Q3 2015 | $1,520,000 | -6.6% | 53,270 | +2.5% | 0.01% | 0.0% |
| Q2 2015 | $1,627,000 | +2.6% | 51,985 | -1.1% | 0.01% | 0.0% |
| Q1 2015 | $1,586,000 | +4.8% | 52,585 | +0.2% | 0.01% | +25.0% |
| Q4 2014 | $1,514,000 | -8.6% | 52,485 | -0.6% | 0.00% | -20.0% |
| Q3 2014 | $1,656,000 | -51.3% | 52,810 | -46.7% | 0.01% | 0.0% |
| Q2 2014 | $3,398,000 | +119.2% | 99,120 | +111.0% | 0.01% | 0.0% |
| Q1 2014 | $1,550,000 | +9.6% | 46,980 | +6.0% | 0.01% | +25.0% |
| Q4 2013 | $1,414,000 | +4.4% | 44,300 | +0.9% | 0.00% | 0.0% |
| Q3 2013 | $1,354,000 | +27.4% | 43,900 | +11.6% | 0.00% | +33.3% |
| Q2 2013 | $1,063,000 | – | 39,350 | – | 0.00% | – |
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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% |