SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,000 | -99.7% | 122 | -99.8% | 0.00% | -99.5% |
| Q1 2020 | $1,368,000 | -39.5% | 56,082 | -11.4% | 0.22% | -31.5% |
| Q4 2019 | $2,262,000 | +0.4% | 63,304 | -10.6% | 0.31% | +1.9% |
| Q3 2019 | $2,253,000 | -0.7% | 70,838 | +1.9% | 0.31% | -1.9% |
| Q2 2019 | $2,269,000 | -47.0% | 69,509 | -47.7% | 0.31% | +8.7% |
| Q1 2019 | $4,284,000 | +217.3% | 132,856 | +186.3% | 0.29% | +28.4% |
| Q4 2018 | $1,350,000 | -10.9% | 46,408 | +9.1% | 0.22% | +0.4% |
| Q3 2018 | $1,516,000 | +2.6% | 42,534 | +3.8% | 0.22% | -13.5% |
| Q2 2018 | $1,478,000 | -0.2% | 40,978 | +2.1% | 0.26% | +1.6% |
| Q1 2018 | $1,481,000 | +4.4% | 40,142 | +3.6% | 0.26% | +9.4% |
| Q4 2017 | $1,419,000 | +25.5% | 38,761 | +22.7% | 0.23% | +19.5% |
| Q3 2017 | $1,131,000 | +9.2% | 31,591 | +2.5% | 0.20% | +4.8% |
| Q2 2017 | $1,036,000 | +12.9% | 30,832 | +5.2% | 0.19% | +10.7% |
| Q1 2017 | $918,000 | -9.7% | 29,320 | -16.2% | 0.17% | -13.8% |
| Q4 2016 | $1,017,000 | -7.0% | 34,974 | -1.3% | 0.20% | -10.6% |
| Q3 2016 | $1,094,000 | +10.5% | 35,451 | +3.1% | 0.22% | -0.5% |
| Q2 2016 | $990,000 | -8.7% | 34,392 | -8.2% | 0.22% | -13.4% |
| Q1 2016 | $1,084,000 | -41.0% | 37,473 | -41.2% | 0.25% | -42.5% |
| Q4 2015 | $1,836,000 | +187.8% | 63,690 | +184.7% | 0.44% | +151.4% |
| Q3 2015 | $638,000 | +22.2% | 22,374 | +28.6% | 0.18% | +27.7% |
| Q2 2015 | $522,000 | +72.3% | 17,394 | +73.0% | 0.14% | +67.1% |
| Q1 2015 | $303,000 | -61.9% | 10,057 | -63.5% | 0.08% | -65.4% |
| Q4 2014 | $795,000 | +728.1% | 27,566 | +797.3% | 0.24% | +717.2% |
| Q3 2014 | $96,000 | +10.3% | 3,072 | +20.9% | 0.03% | -12.1% |
| Q2 2014 | $87,000 | +14.5% | 2,540 | +8.7% | 0.03% | +13.8% |
| Q1 2014 | $76,000 | +5.6% | 2,336 | +2.4% | 0.03% | +3.6% |
| Q4 2013 | $72,000 | +10.8% | 2,281 | +7.3% | 0.03% | +3.7% |
| Q3 2013 | $65,000 | +27.5% | 2,125 | +12.1% | 0.03% | +17.4% |
| Q2 2013 | $51,000 | – | 1,896 | – | 0.02% | – |
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% |