SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $221,000 | -49.9% | 6,964 | -48.5% | 0.03% | -60.0% |
| Q2 2019 | $441,000 | -3.7% | 13,514 | -4.9% | 0.07% | -5.4% |
| Q1 2019 | $458,000 | +0.7% | 14,209 | -9.0% | 0.07% | -7.5% |
| Q4 2018 | $455,000 | -22.0% | 15,619 | -4.5% | 0.08% | -12.1% |
| Q3 2018 | $583,000 | +2.3% | 16,359 | +3.4% | 0.09% | 0.0% |
| Q2 2018 | $570,000 | +0.5% | 15,816 | +1.8% | 0.09% | -7.1% |
| Q1 2018 | $567,000 | +36.0% | 15,534 | +36.3% | 0.10% | +40.0% |
| Q4 2017 | $417,000 | – | 11,397 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |