SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,343,000 | -3.8% | 134,649 | +0.6% | 0.01% | -11.1% |
| Q2 2023 | $4,514,000 | -8.9% | 133,841 | -8.9% | 0.01% | -18.2% |
| Q1 2023 | $4,953,000 | +10.1% | 146,923 | +2.9% | 0.01% | +10.0% |
| Q4 2022 | $4,499,000 | +18.6% | 142,846 | +4.4% | 0.01% | 0.0% |
| Q3 2022 | $3,795,000 | -12.1% | 136,794 | -1.1% | 0.01% | -9.1% |
| Q2 2022 | $4,319,000 | -12.6% | 138,365 | +6.3% | 0.01% | 0.0% |
| Q1 2022 | $4,943,000 | -7.0% | 130,186 | +0.1% | 0.01% | -8.3% |
| Q4 2021 | $5,316,000 | +266.4% | 130,009 | +271.2% | 0.01% | +200.0% |
| Q3 2021 | $1,451,000 | +45.1% | 35,027 | +45.5% | 0.00% | +33.3% |
| Q2 2021 | $1,000,000 | +92.7% | 24,078 | +82.4% | 0.00% | +50.0% |
| Q1 2021 | $519,000 | +61.7% | 13,199 | +53.8% | 0.00% | +100.0% |
| Q4 2020 | $321,000 | +50.0% | 8,583 | +31.1% | 0.00% | 0.0% |
| Q3 2020 | $214,000 | +2.4% | 6,545 | -23.7% | 0.00% | 0.0% |
| Q1 2020 | $209,000 | -84.3% | 8,575 | -77.6% | 0.00% | -87.5% |
| Q4 2019 | $1,330,000 | +234.2% | 38,365 | +207.1% | 0.01% | +300.0% |
| Q3 2019 | $398,000 | -54.3% | 12,494 | -53.8% | 0.00% | -60.0% |
| Q2 2019 | $871,000 | +4.9% | 27,035 | +3.8% | 0.01% | -16.7% |
| Q1 2019 | $830,000 | +8.2% | 26,039 | -2.7% | 0.01% | 0.0% |
| Q4 2018 | $767,000 | +14.6% | 26,756 | +39.6% | 0.01% | +20.0% |
| Q3 2018 | $669,000 | +36.5% | 19,173 | +38.1% | 0.01% | +25.0% |
| Q2 2018 | $490,000 | +123.7% | 13,882 | +120.9% | 0.00% | +100.0% |
| Q1 2018 | $219,000 | -0.9% | 6,283 | -1.4% | 0.00% | 0.0% |
| Q4 2017 | $221,000 | – | 6,371 | – | 0.00% | – |
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% |