SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,914 | +12.7% | 110 | +13.4% | 0.00% | +50.0% |
| Q1 2024 | $3,473 | +2.6% | 97 | 0.0% | 0.00% | -33.3% |
| Q4 2023 | $3,384 | +8.2% | 97 | 0.0% | 0.00% | +50.0% |
| Q3 2023 | $3,128 | -4.5% | 97 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,276 | +8.0% | 97 | +7.8% | 0.00% | 0.0% |
| Q1 2023 | $3,034 | +7.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,832 | +41.6% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 90 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $4,000 | +33.3% | 90 | +12.5% | 0.00% | +50.0% |
| Q1 2021 | $3,000 | -76.9% | 80 | -77.5% | 0.00% | -81.8% |
| Q4 2020 | $13,000 | +8.3% | 355 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 355 | 0.0% | 0.01% | +22.2% |
| Q2 2020 | $10,000 | -28.6% | 355 | -39.3% | 0.01% | -40.0% |
| Q1 2020 | $14,000 | -30.0% | 585 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $20,000 | +5.3% | 585 | -0.8% | 0.02% | -5.3% |
| Q3 2019 | $19,000 | -5.0% | 590 | -1.7% | 0.02% | -5.0% |
| Q2 2019 | $20,000 | 0.0% | 600 | -4.8% | 0.02% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 630 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $18,000 | -33.3% | 630 | -16.6% | 0.02% | -23.1% |
| Q3 2018 | $27,000 | +42.1% | 755 | +43.8% | 0.03% | +44.4% |
| Q2 2018 | $19,000 | -44.1% | 525 | -43.2% | 0.02% | -41.9% |
| Q1 2018 | $34,000 | +126.7% | 925 | +131.2% | 0.03% | +138.5% |
| Q4 2017 | $15,000 | – | 400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
| Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
| Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
| Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
| Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
| Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
| MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
| Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |