SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 97 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,000 | +250.0% | 500 | +206.7% | 0.00% | – |
| Q4 2020 | $6,000 | – | 163 | +5333.3% | 0.00% | – |
| Q3 2020 | $0 | – | 3 | -40.0% | 0.00% | – |
| Q2 2020 | $0 | – | 5 | +150.0% | 0.00% | – |
| Q1 2020 | $0 | – | 2 | -71.4% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 7 | -96.0% | 0.00% | -100.0% |
| Q2 2016 | $4,982,000 | +171.4% | 173 | +179.0% | 0.00% | – |
| Q1 2016 | $1,836,000 | – | 62 | – | 0.00% | – |
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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% |