SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $6,188,000 | +1466.6% | 164,352 | +1129.8% | 0.04% | +1100.0% |
Q2 2020 | $395,000 | +7.0% | 13,364 | -11.7% | 0.00% | -25.0% |
Q1 2020 | $369,000 | -71.5% | 15,143 | -59.5% | 0.00% | -60.0% |
Q4 2019 | $1,294,000 | +6.6% | 37,351 | -2.1% | 0.01% | -9.1% |
Q3 2019 | $1,214,000 | -17.3% | 38,170 | -15.1% | 0.01% | -15.4% |
Q2 2019 | $1,468,000 | -60.8% | 44,978 | -61.2% | 0.01% | -63.9% |
Q1 2019 | $3,743,000 | -8.0% | 116,067 | -17.0% | 0.04% | -20.0% |
Q4 2018 | $4,070,000 | -18.4% | 139,857 | -0.0% | 0.04% | -6.2% |
Q3 2018 | $4,989,000 | +9.1% | 139,919 | +10.4% | 0.05% | 0.0% |
Q2 2018 | $4,572,000 | +49.9% | 126,766 | +51.8% | 0.05% | +41.2% |
Q1 2018 | $3,050,000 | +116.3% | 83,533 | +117.0% | 0.03% | +100.0% |
Q4 2017 | $1,410,000 | +65.9% | 38,503 | +62.4% | 0.02% | +54.5% |
Q3 2017 | $850,000 | +19.5% | 23,716 | +12.2% | 0.01% | +10.0% |
Q2 2017 | $711,000 | +13.6% | 21,141 | +5.7% | 0.01% | -9.1% |
Q1 2017 | $626,000 | +74.9% | 19,993 | +62.4% | 0.01% | +57.1% |
Q4 2016 | $358,000 | -2.5% | 12,314 | +3.6% | 0.01% | 0.0% |
Q3 2016 | $367,000 | +67.6% | 11,883 | +55.2% | 0.01% | +16.7% |
Q3 2015 | $219,000 | -28.4% | 7,659 | -21.6% | 0.01% | -25.0% |
Q2 2015 | $306,000 | +4.1% | 9,765 | +0.3% | 0.01% | 0.0% |
Q1 2015 | $294,000 | +41.3% | 9,734 | +35.3% | 0.01% | +33.3% |
Q4 2014 | $208,000 | -20.6% | 7,194 | -14.0% | 0.01% | -25.0% |
Q3 2014 | $262,000 | +8.3% | 8,364 | +18.3% | 0.01% | 0.0% |
Q2 2014 | $242,000 | – | 7,068 | – | 0.01% | – |
Download |
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% |