SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 188 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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% |