SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $16,836,908 | +0.1% | 473,213 | +0.7% | 0.84% | +0.8% |
Q1 2024 | $16,823,403 | +3.2% | 469,927 | +0.6% | 0.83% | -5.3% |
Q4 2023 | $16,301,693 | +14.7% | 467,231 | +3.2% | 0.88% | +2.0% |
Q3 2023 | $14,216,900 | -7.7% | 452,912 | +0.5% | 0.86% | -3.9% |
Q2 2023 | $15,401,136 | +12.5% | 450,457 | +10.9% | 0.90% | +3.5% |
Q1 2023 | $13,687,480 | +12.9% | 406,036 | +5.4% | 0.87% | +6.0% |
Q4 2022 | $12,124,752 | +35.7% | 385,280 | +19.6% | 0.82% | +19.5% |
Q3 2022 | $8,938,000 | +20.9% | 322,103 | +36.1% | 0.69% | +25.0% |
Q2 2022 | $7,390,000 | -0.3% | 236,629 | +21.2% | 0.55% | +12.5% |
Q1 2022 | $7,413,000 | -2.0% | 195,240 | +5.6% | 0.49% | -9.1% |
Q4 2021 | $7,568,000 | +3.6% | 184,903 | +5.1% | 0.54% | -7.3% |
Q3 2021 | $7,302,000 | +2.2% | 175,859 | +2.4% | 0.58% | +0.5% |
Q2 2021 | $7,146,000 | +10.0% | 171,789 | +4.2% | 0.58% | +2.1% |
Q1 2021 | $6,496,000 | +2.1% | 164,789 | -2.5% | 0.56% | -6.9% |
Q4 2020 | $6,363,000 | +9.8% | 168,999 | -5.1% | 0.61% | -7.5% |
Q3 2020 | $5,796,000 | -18.4% | 178,165 | -25.9% | 0.66% | -25.8% |
Q2 2020 | $7,107,000 | +3.7% | 240,361 | -14.4% | 0.88% | -14.4% |
Q1 2020 | $6,854,000 | -27.0% | 280,895 | +3.7% | 1.03% | +2.4% |
Q4 2019 | $9,388,000 | +14.4% | 270,936 | +5.0% | 1.01% | -1.3% |
Q3 2019 | $8,206,000 | +2.3% | 258,041 | +5.1% | 1.02% | +4.5% |
Q2 2019 | $8,018,000 | +5.6% | 245,636 | +4.3% | 0.98% | -0.3% |
Q1 2019 | $7,595,000 | +19.2% | 235,514 | +7.6% | 0.98% | +2.1% |
Q4 2018 | $6,371,000 | -37.1% | 218,952 | -23.0% | 0.96% | -29.2% |
Q3 2018 | $10,136,000 | +5.0% | 284,244 | +6.2% | 1.36% | -0.2% |
Q2 2018 | $9,657,000 | +4.0% | 267,729 | +5.3% | 1.36% | +3.2% |
Q1 2018 | $9,284,000 | +5.9% | 254,286 | +6.2% | 1.32% | +5.6% |
Q4 2017 | $8,769,000 | +9.6% | 239,384 | +7.2% | 1.25% | +2.7% |
Q3 2017 | $8,000,000 | +11.9% | 223,334 | +5.0% | 1.21% | +7.0% |
Q2 2017 | $7,151,000 | +120.6% | 212,649 | +105.5% | 1.13% | +104.0% |
Q1 2017 | $3,242,000 | +25.8% | 103,487 | +16.9% | 0.56% | +15.6% |
Q4 2016 | $2,577,000 | -6.9% | 88,561 | -1.2% | 0.48% | -14.9% |
Q3 2016 | $2,767,000 | +16.8% | 89,594 | +8.9% | 0.56% | +10.6% |
Q2 2016 | $2,370,000 | +34.4% | 82,308 | +35.1% | 0.51% | +28.1% |
Q1 2016 | $1,764,000 | +22.4% | 60,929 | +21.9% | 0.40% | +14.7% |
Q4 2015 | $1,441,000 | +22.8% | 49,984 | +21.6% | 0.35% | +14.9% |
Q3 2015 | $1,173,000 | -4.2% | 41,102 | +3.1% | 0.30% | +0.3% |
Q2 2015 | $1,225,000 | +33.9% | 39,847 | +31.3% | 0.30% | +25.8% |
Q1 2015 | $915,000 | +8.4% | 30,352 | +3.8% | 0.24% | +3.4% |
Q4 2014 | $844,000 | – | 29,242 | – | 0.23% | – |
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% |