SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $366,000 | -29.6% | 15,006 | 0.0% | 0.07% | -16.3% |
| Q4 2019 | $520,000 | +3.8% | 15,006 | -4.8% | 0.09% | -1.1% |
| Q3 2019 | $501,000 | -2.5% | 15,762 | 0.0% | 0.09% | -2.2% |
| Q2 2019 | $514,000 | +1.2% | 15,762 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $508,000 | -57.7% | 15,762 | -61.8% | 0.09% | -60.2% |
| Q4 2018 | $1,202,000 | -82.5% | 41,298 | -78.6% | 0.23% | -81.5% |
| Q3 2018 | $6,875,000 | -1.3% | 192,786 | -0.2% | 1.22% | -8.7% |
| Q2 2018 | $6,969,000 | -61.8% | 193,197 | -61.3% | 1.34% | -62.9% |
| Q1 2018 | $18,220,000 | -15.5% | 499,032 | -15.2% | 3.60% | -11.0% |
| Q4 2017 | $21,563,000 | +1.5% | 588,657 | -0.8% | 4.05% | -1.6% |
| Q3 2017 | $21,252,000 | +7.7% | 593,298 | +1.2% | 4.12% | +2.1% |
| Q2 2017 | $19,726,000 | +11.5% | 586,548 | +3.8% | 4.03% | +4.5% |
| Q1 2017 | $17,699,000 | +14.4% | 564,908 | +6.2% | 3.86% | +5.9% |
| Q4 2016 | $15,473,000 | +3.1% | 531,730 | +9.4% | 3.65% | -3.1% |
| Q3 2016 | $15,010,000 | +40.4% | 486,086 | +30.9% | 3.76% | +28.8% |
| Q2 2016 | $10,691,000 | +7.9% | 371,278 | +8.5% | 2.92% | -13.5% |
| Q1 2016 | $9,905,000 | +18.1% | 342,128 | +17.6% | 3.38% | -25.4% |
| Q4 2015 | $8,384,000 | +9.3% | 290,802 | +8.1% | 4.53% | +25.8% |
| Q3 2015 | $7,674,000 | +47.4% | 268,901 | +61.6% | 3.60% | +57.6% |
| Q2 2015 | $5,208,000 | +36.0% | 166,385 | +31.1% | 2.28% | +40.0% |
| Q1 2015 | $3,829,000 | +56.2% | 126,959 | +49.4% | 1.63% | +54.5% |
| Q4 2014 | $2,452,000 | +5.9% | 84,985 | +15.0% | 1.06% | -4.4% |
| Q3 2014 | $2,316,000 | +111.7% | 73,910 | +131.5% | 1.10% | +110.9% |
| Q2 2014 | $1,094,000 | +44.9% | 31,931 | +39.6% | 0.52% | +41.6% |
| Q1 2014 | $755,000 | +193.8% | 22,872 | +184.6% | 0.37% | +193.7% |
| Q4 2013 | $257,000 | – | 8,037 | – | 0.13% | – |
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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% |