SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $78,549 | -66.1% | 2,496 | – | 0.03% | -67.4% |
Q3 2022 | $232,000 | -50.4% | 0 | -100.0% | 0.09% | -42.6% |
Q2 2022 | $468,000 | -14.6% | 14,982 | +3.7% | 0.16% | -6.6% |
Q1 2022 | $548,000 | -7.3% | 14,444 | 0.0% | 0.17% | -2.9% |
Q4 2021 | $591,000 | +509.3% | 14,444 | +518.1% | 0.17% | +470.0% |
Q3 2021 | $97,000 | 0.0% | 2,337 | 0.0% | 0.03% | +3.4% |
Q2 2021 | $97,000 | +234.5% | 2,337 | +201.9% | 0.03% | +190.0% |
Q4 2020 | $29,000 | +16.0% | 774 | 0.0% | 0.01% | +11.1% |
Q3 2020 | $25,000 | +8.7% | 774 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $23,000 | -36.1% | 774 | -48.0% | 0.01% | -40.0% |
Q1 2020 | $36,000 | -30.8% | 1,489 | 0.0% | 0.02% | -11.8% |
Q4 2019 | $52,000 | +10.6% | 1,489 | 0.0% | 0.02% | +6.2% |
Q3 2019 | $47,000 | -4.1% | 1,489 | 0.0% | 0.02% | -5.9% |
Q2 2019 | $49,000 | +2.1% | 1,489 | 0.0% | 0.02% | +6.2% |
Q1 2019 | $48,000 | +11.6% | 1,489 | 0.0% | 0.02% | +6.7% |
Q4 2018 | $43,000 | +7.5% | 1,489 | +32.8% | 0.02% | +25.0% |
Q3 2018 | $40,000 | +29.0% | 1,121 | +32.2% | 0.01% | -20.0% |
Q2 2018 | $31,000 | -29.5% | 848 | -29.0% | 0.02% | +7.1% |
Q1 2018 | $44,000 | 0.0% | 1,195 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $44,000 | +2.3% | 1,195 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $43,000 | -6.5% | 1,195 | -12.6% | 0.01% | -12.5% |
Q2 2017 | $46,000 | +2.2% | 1,368 | -5.2% | 0.02% | 0.0% |
Q1 2017 | $45,000 | +7.1% | 1,443 | 0.0% | 0.02% | +6.7% |
Q4 2016 | $42,000 | -6.7% | 1,443 | 0.0% | 0.02% | -6.2% |
Q3 2016 | $45,000 | +7.1% | 1,443 | 0.0% | 0.02% | +6.7% |
Q2 2016 | $42,000 | 0.0% | 1,443 | 0.0% | 0.02% | -6.2% |
Q1 2016 | $42,000 | -22.2% | 1,443 | -22.6% | 0.02% | -11.1% |
Q4 2015 | $54,000 | +1.9% | 1,864 | 0.0% | 0.02% | -5.3% |
Q3 2015 | $53,000 | -36.1% | 1,864 | -29.9% | 0.02% | -32.1% |
Q2 2015 | $83,000 | -3.5% | 2,659 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $86,000 | +2.4% | 2,659 | -5.6% | 0.03% | 0.0% |
Q4 2014 | $84,000 | 0.0% | 2,816 | +1.4% | 0.03% | -9.7% |
Q3 2014 | $84,000 | -19.2% | 2,776 | -8.7% | 0.03% | -20.5% |
Q2 2014 | $104,000 | +4.0% | 3,042 | 0.0% | 0.04% | 0.0% |
Q1 2014 | $100,000 | +3.1% | 3,042 | 0.0% | 0.04% | +2.6% |
Q4 2013 | $97,000 | -9.3% | 3,042 | -12.6% | 0.04% | -19.1% |
Q3 2013 | $107,000 | +10.3% | 3,479 | -2.9% | 0.05% | +2.2% |
Q2 2013 | $97,000 | – | 3,583 | – | 0.05% | – |
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% |