SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $321,513 | -0.8% | 9,036 | -0.2% | 0.01% | 0.0% |
Q1 2024 | $324,145 | +2.8% | 9,054 | +0.2% | 0.01% | 0.0% |
Q4 2023 | $315,278 | +4.3% | 9,036 | -3.6% | 0.01% | -8.3% |
Q3 2023 | $302,354 | -5.9% | 9,375 | -1.5% | 0.01% | 0.0% |
Q2 2023 | $321,367 | -6.9% | 9,516 | -7.1% | 0.01% | -7.7% |
Q1 2023 | $345,303 | -12.0% | 10,243 | -17.9% | 0.01% | -13.3% |
Q4 2022 | $392,536 | +6.7% | 12,473 | -5.8% | 0.02% | 0.0% |
Q3 2022 | $368,000 | -13.6% | 13,243 | -3.0% | 0.02% | -6.2% |
Q2 2022 | $426,000 | -15.5% | 13,648 | +2.9% | 0.02% | -5.9% |
Q1 2022 | $504,000 | -7.7% | 13,268 | -0.5% | 0.02% | -5.6% |
Q4 2021 | $546,000 | -1.4% | 13,341 | +0.0% | 0.02% | -10.0% |
Q3 2021 | $554,000 | +1.8% | 13,337 | +2.0% | 0.02% | 0.0% |
Q2 2021 | $544,000 | -1.1% | 13,079 | -6.3% | 0.02% | -4.8% |
Q1 2021 | $550,000 | +3.0% | 13,958 | -1.6% | 0.02% | -4.5% |
Q4 2020 | $534,000 | +12.9% | 14,187 | -2.5% | 0.02% | +4.8% |
Q3 2020 | $473,000 | +0.2% | 14,544 | -8.8% | 0.02% | -8.7% |
Q2 2020 | $472,000 | -53.0% | 15,945 | -61.2% | 0.02% | -62.3% |
Q1 2020 | $1,004,000 | -36.2% | 41,134 | -9.4% | 0.06% | -25.6% |
Q4 2019 | $1,574,000 | +6.3% | 45,420 | -2.5% | 0.08% | 0.0% |
Q3 2019 | $1,481,000 | -1.1% | 46,575 | +1.5% | 0.08% | +1.2% |
Q2 2019 | $1,498,000 | +1.0% | 45,890 | -0.2% | 0.08% | +1.2% |
Q1 2019 | $1,483,000 | +11.9% | 45,999 | +1.0% | 0.08% | +1.3% |
Q4 2018 | $1,325,000 | +63.0% | 45,522 | +99.7% | 0.08% | +79.5% |
Q3 2018 | $813,000 | -0.9% | 22,794 | +0.2% | 0.04% | -4.3% |
Q2 2018 | $820,000 | -1.7% | 22,739 | -0.5% | 0.05% | -4.2% |
Q1 2018 | $834,000 | -0.7% | 22,851 | -0.3% | 0.05% | -2.0% |
Q4 2017 | $840,000 | +1.1% | 22,930 | -1.2% | 0.05% | -3.9% |
Q3 2017 | $831,000 | +1.6% | 23,210 | -4.6% | 0.05% | -1.9% |
Q2 2017 | $818,000 | +8.2% | 24,329 | +0.8% | 0.05% | -1.9% |
Q1 2017 | $756,000 | +16.1% | 24,133 | +7.8% | 0.05% | +8.2% |
Q4 2016 | $651,000 | +7.4% | 22,381 | +14.0% | 0.05% | +2.1% |
Q3 2016 | $606,000 | +28.9% | 19,624 | +20.2% | 0.05% | +23.1% |
Q2 2016 | $470,000 | +0.4% | 16,330 | +1.0% | 0.04% | -4.9% |
Q1 2016 | $468,000 | +1.1% | 16,166 | +0.7% | 0.04% | +2.5% |
Q4 2015 | $463,000 | +5.0% | 16,054 | +3.8% | 0.04% | 0.0% |
Q3 2015 | $441,000 | -7.9% | 15,466 | +1.1% | 0.04% | -4.8% |
Q2 2015 | $479,000 | +6.7% | 15,291 | +2.6% | 0.04% | 0.0% |
Q1 2015 | $449,000 | +4.4% | 14,902 | -0.1% | 0.04% | +2.4% |
Q4 2014 | $430,000 | +11.1% | 14,919 | +20.9% | 0.04% | +7.9% |
Q3 2014 | $387,000 | +1.3% | 12,337 | +10.6% | 0.04% | 0.0% |
Q2 2014 | $382,000 | +4.1% | 11,154 | +0.3% | 0.04% | 0.0% |
Q1 2014 | $367,000 | +5.8% | 11,119 | +2.1% | 0.04% | +2.7% |
Q4 2013 | $347,000 | +6.1% | 10,886 | +2.7% | 0.04% | -2.6% |
Q3 2013 | $327,000 | +24.3% | 10,595 | +8.8% | 0.04% | +15.2% |
Q2 2013 | $263,000 | – | 9,741 | – | 0.03% | – |
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% |