SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $234,000 | +8.8% | 6,767 | +0.3% | 0.03% | 0.0% |
| Q3 2019 | $215,000 | 0.0% | 6,746 | +2.4% | 0.03% | 0.0% |
| Q2 2019 | $215,000 | -14.3% | 6,587 | -15.4% | 0.03% | -17.1% |
| Q1 2019 | $251,000 | +5.9% | 7,787 | +17.1% | 0.04% | +12.9% |
| Q3 2018 | $237,000 | -8.5% | 6,652 | -7.4% | 0.03% | +55.0% |
| Q2 2018 | $259,000 | -0.4% | 7,182 | +1.0% | 0.02% | -47.4% |
| Q1 2018 | $260,000 | -11.9% | 7,112 | -11.5% | 0.04% | -9.5% |
| Q4 2017 | $295,000 | +28.8% | 8,034 | +26.1% | 0.04% | +27.3% |
| Q3 2017 | $229,000 | +14.5% | 6,369 | +7.0% | 0.03% | +10.0% |
| Q2 2017 | $200,000 | – | 5,954 | – | 0.03% | – |
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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% |