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 | $309,085 | -18.2% | 9,584 | -14.4% | 0.00% | -50.0% |
| Q2 2023 | $378,021 | -14.5% | 11,194 | -14.6% | 0.00% | 0.0% |
| Q1 2023 | $442,006 | +22.3% | 13,112 | +14.2% | 0.00% | 0.0% |
| Q4 2022 | $361,402 | +23.3% | 11,484 | +8.9% | 0.00% | 0.0% |
| Q3 2022 | $293,000 | -10.4% | 10,541 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $327,000 | -21.8% | 10,459 | -4.9% | 0.00% | 0.0% |
| Q1 2022 | $418,000 | -6.9% | 11,002 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $449,000 | +4.9% | 10,979 | +6.5% | 0.00% | 0.0% |
| Q3 2021 | $428,000 | +24.1% | 10,305 | +24.3% | 0.00% | 0.0% |
| Q2 2021 | $345,000 | -37.5% | 8,290 | -40.8% | 0.00% | +100.0% |
| Q1 2021 | $552,000 | +103.7% | 14,012 | +68.5% | 0.00% | 0.0% |
| Q3 2020 | $271,000 | +10.2% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +21.2% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -29.5% | 8,317 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $288,000 | +9.1% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $264,000 | -2.6% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $271,000 | +1.1% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $268,000 | +10.7% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $242,000 | -18.5% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $297,000 | – | 8,317 | – | 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% |