SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $105,000 | +9.4% | 3,031 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $96,000 | -3.0% | 3,031 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $99,000 | +1.0% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $98,000 | +11.4% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $88,000 | -18.5% | 3,031 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $108,000 | -0.9% | 3,031 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $109,000 | -1.8% | 3,031 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $111,000 | 0.0% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $111,000 | +1.8% | 3,031 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $109,000 | +6.9% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $102,000 | +7.4% | 3,031 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $95,000 | +8.0% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $88,000 | -6.4% | 3,031 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $94,000 | +8.0% | 3,031 | 0.0% | 0.01% | +10.0% |
| Q2 2016 | $87,000 | -1.1% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $88,000 | +10.0% | 3,031 | +9.2% | 0.01% | 0.0% |
| Q4 2015 | $80,000 | – | 2,776 | – | 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% |