SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 104 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $412,000 | -13.4% | 11,905 | -20.5% | 0.08% | -18.8% |
| Q3 2019 | $476,000 | -91.9% | 14,967 | -91.7% | 0.10% | -92.4% |
| Q2 2019 | $5,868,000 | +5.8% | 179,783 | +4.6% | 1.33% | -0.5% |
| Q1 2019 | $5,544,000 | +17.4% | 171,919 | +5.9% | 1.34% | +6.0% |
| Q4 2018 | $4,722,000 | -10.7% | 162,271 | +9.4% | 1.26% | -7.3% |
| Q3 2018 | $5,289,000 | +2.5% | 148,313 | +3.7% | 1.36% | -2.0% |
| Q2 2018 | $5,158,000 | -25.7% | 143,004 | -24.8% | 1.39% | -26.2% |
| Q1 2018 | $6,942,000 | +1.4% | 190,127 | +1.8% | 1.88% | +0.9% |
| Q4 2017 | $6,843,000 | -0.5% | 186,814 | -2.7% | 1.87% | -4.8% |
| Q3 2017 | $6,875,000 | +9.1% | 191,943 | +2.4% | 1.96% | +3.6% |
| Q2 2017 | $6,303,000 | +7.7% | 187,435 | +0.3% | 1.89% | +6.3% |
| Q1 2017 | $5,854,000 | +12.6% | 186,864 | +4.6% | 1.78% | +7.0% |
| Q4 2016 | $5,200,000 | -4.4% | 178,706 | +1.5% | 1.66% | -5.5% |
| Q3 2016 | $5,437,000 | -13.1% | 176,056 | -19.0% | 1.76% | -17.1% |
| Q2 2016 | $6,256,000 | +0.3% | 217,269 | +0.8% | 2.12% | -4.0% |
| Q1 2016 | $6,240,000 | +7.6% | 215,551 | +7.2% | 2.21% | +3.1% |
| Q4 2015 | $5,797,000 | +5.5% | 201,081 | +4.4% | 2.14% | -11.1% |
| Q3 2015 | $5,495,000 | -6.5% | 192,543 | +2.5% | 2.41% | +0.2% |
| Q2 2015 | $5,878,000 | +7.3% | 187,794 | +3.4% | 2.40% | +10.2% |
| Q1 2015 | $5,479,000 | +17.0% | 181,679 | +11.9% | 2.18% | +51.1% |
| Q4 2014 | $4,683,000 | +4.9% | 162,337 | +13.9% | 1.44% | +3.7% |
| Q3 2014 | $4,466,000 | -5.0% | 142,506 | +3.9% | 1.39% | -2.1% |
| Q2 2014 | $4,700,000 | +9.4% | 137,140 | +5.4% | 1.42% | +2.6% |
| Q1 2014 | $4,296,000 | +9.7% | 130,148 | +6.1% | 1.39% | -0.4% |
| Q4 2013 | $3,917,000 | +2.7% | 122,701 | -0.8% | 1.39% | +0.7% |
| Q3 2013 | $3,815,000 | +11.5% | 123,660 | -2.4% | 1.38% | -1.7% |
| Q2 2013 | $3,422,000 | – | 126,709 | – | 1.41% | – |
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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% |