SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $139,000 | +3.0% | 3,704 | -9.8% | 0.01% | -60.0% |
| Q3 2020 | $135,000 | -67.3% | 4,108 | -70.6% | 0.02% | -69.4% |
| Q2 2020 | $413,000 | +21.1% | 13,988 | 0.0% | 0.05% | +2.1% |
| Q1 2020 | $341,000 | -66.6% | 13,988 | +374.2% | 0.05% | +336.4% |
| Q4 2019 | $1,022,000 | +987.2% | 2,950 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $94,000 | -2.1% | 2,950 | 0.0% | 0.01% | +9.1% |
| Q2 2019 | $96,000 | – | 2,950 | – | 0.01% | – |
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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% |