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 2019 | $28,000 | -54.1% | 870 | -53.5% | 0.02% | -52.9% |
| Q2 2019 | $61,000 | -12.9% | 1,870 | -13.8% | 0.03% | -15.0% |
| Q1 2019 | $70,000 | -23.9% | 2,170 | -31.5% | 0.04% | -24.5% |
| Q4 2018 | $92,000 | -18.6% | 3,170 | 0.0% | 0.05% | +3.9% |
| Q3 2018 | $113,000 | -0.9% | 3,170 | 0.0% | 0.05% | -7.3% |
| Q2 2018 | $114,000 | -16.8% | 3,170 | -15.4% | 0.06% | -21.4% |
| Q1 2018 | $137,000 | -13.3% | 3,745 | -12.9% | 0.07% | -9.1% |
| Q4 2017 | $158,000 | -10.2% | 4,300 | -12.2% | 0.08% | -13.5% |
| Q3 2017 | $176,000 | +2.3% | 4,900 | -3.9% | 0.09% | +8.5% |
| Q2 2017 | $172,000 | 0.0% | 5,100 | -6.8% | 0.08% | -12.8% |
| Q1 2017 | $172,000 | +27.4% | 5,475 | +18.4% | 0.09% | +34.3% |
| Q4 2016 | $135,000 | -4.3% | 4,625 | +1.6% | 0.07% | -7.9% |
| Q3 2016 | $141,000 | +7.6% | 4,550 | 0.0% | 0.08% | +4.1% |
| Q2 2016 | $131,000 | 0.0% | 4,550 | +0.5% | 0.07% | +5.8% |
| Q1 2016 | $131,000 | – | 4,527 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
| Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
| Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
| Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
| MCIA Inc | 130,855 | $4,720,000 | 4.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
| Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
| MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
| McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
| Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |