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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,193 | -98.3% | 37 | -98.3% | 0.00% | -100.0% |
| Q4 2022 | $70,335 | +6933.5% | 2,235 | +8177.8% | 0.01% | – |
| Q3 2022 | $1,000 | -88.9% | 27 | -88.3% | 0.00% | -100.0% |
| Q1 2022 | $9,000 | -25.0% | 230 | -19.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 284 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $12,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 284 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -92.5% | 284 | -93.3% | 0.00% | -94.1% |
| Q4 2019 | $146,000 | +9.0% | 4,227 | 0.0% | 0.05% | +30.8% |
| Q3 2019 | $134,000 | +13300.0% | 4,227 | +10209.8% | 0.04% | – |
| Q4 2018 | $1,000 | -83.3% | 41 | -76.4% | 0.00% | -100.0% |
| Q3 2018 | $6,000 | -40.0% | 174 | -35.8% | 0.00% | -60.0% |
| Q1 2018 | $10,000 | 0.0% | 271 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $10,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | – | 271 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |