SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,298 | -0.6% | 176,995 | 0.0% | 0.67% | +4.2% |
Q1 2024 | $6,337 | +11.1% | 176,995 | +8.3% | 0.64% | -18.0% |
Q4 2023 | $5,702 | +1.2% | 163,418 | -6.5% | 0.79% | +3.1% |
Q3 2023 | $5,636 | +0.6% | 174,752 | +5.3% | 0.76% | +5.1% |
Q2 2023 | $5,603 | +1.4% | 165,902 | +1.3% | 0.73% | -0.5% |
Q1 2023 | $5,523 | -0.5% | 163,837 | -7.1% | 0.73% | -7.6% |
Q4 2022 | $5,550 | -99.9% | 176,340 | +2.5% | 0.79% | +12.4% |
Q3 2022 | $4,773,000 | -4.3% | 171,978 | +7.7% | 0.70% | -0.4% |
Q2 2022 | $4,988,000 | +8500.0% | 159,692 | +10517.8% | 0.71% | -65.9% |
Q1 2022 | $58,000 | -18.3% | 1,504 | -12.5% | 2.07% | +7.9% |
Q4 2021 | $71,000 | -2.7% | 1,719 | -1.3% | 1.92% | -6.2% |
Q3 2021 | $73,000 | -3.9% | 1,742 | -4.4% | 2.05% | +10.1% |
Q2 2021 | $76,000 | +2.7% | 1,823 | -2.4% | 1.86% | +3.2% |
Q1 2021 | $74,000 | -11.9% | 1,867 | -15.7% | 1.80% | +3.9% |
Q4 2020 | $84,000 | -16.8% | 2,216 | -28.2% | 1.74% | -5.3% |
Q3 2020 | $101,000 | -97.4% | 3,087 | -97.6% | 1.83% | +116.9% |
Q2 2020 | $3,852,000 | +4655.6% | 130,238 | +3845.4% | 0.84% | -41.5% |
Q1 2020 | $81,000 | -38.6% | 3,301 | -12.8% | 1.44% | -21.0% |
Q4 2019 | $132,000 | -3.6% | 3,787 | -11.6% | 1.83% | +4.9% |
Q3 2019 | $137,000 | -95.8% | 4,283 | -95.7% | 1.74% | +150.1% |
Q2 2019 | $3,230,000 | +665.4% | 98,957 | +657.3% | 0.70% | -72.0% |
Q1 2019 | $422,000 | -87.0% | 13,067 | -88.3% | 2.49% | +198.8% |
Q4 2018 | $3,246,000 | -15.9% | 111,545 | +3.1% | 0.83% | +1.6% |
Q3 2018 | $3,859,000 | -4.0% | 108,211 | -2.8% | 0.82% | -7.8% |
Q2 2018 | $4,018,000 | +133833.3% | 111,376 | +161314.5% | 0.89% | – |
Q1 2018 | $3,000 | +200.0% | 69 | +2200.0% | 0.00% | – |
Q3 2016 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
Q2 2016 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
Q1 2016 | $1,000 | 0.0% | 3 | +50.0% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
Q3 2015 | $1,000 | -99.1% | 2 | -99.9% | 0.00% | -100.0% |
Q2 2015 | $116,000 | +11500.0% | 3,686 | +368500.0% | 0.01% | – |
Q1 2015 | $1,000 | -97.6% | 1 | -99.9% | 0.00% | -100.0% |
Q1 2014 | $41,000 | +215.4% | 1,233 | +206.7% | 0.00% | +100.0% |
Q3 2013 | $13,000 | – | 402 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |