SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 252 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,400 | +86.2% | 742 | +87.4% | 0.00% | +50.0% |
| Q1 2024 | $14,177 | +34.1% | 396 | +30.7% | 0.00% | +100.0% |
| Q4 2023 | $10,572 | +786.2% | 303 | +718.9% | 0.00% | – |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |