SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $49,583,577 | -1.5% | 1,393,581 | -0.9% | 0.05% | -5.4% |
Q1 2024 | $50,329,779 | +0.2% | 1,405,860 | -2.4% | 0.06% | -39.8% |
Q4 2023 | $50,244,715 | +9.9% | 1,440,089 | +1.6% | 0.09% | +52.5% |
Q3 2023 | $45,712,860 | -8.8% | 1,417,453 | -4.5% | 0.06% | -9.0% |
Q2 2023 | $50,104,082 | +1.3% | 1,483,686 | +1.1% | 0.07% | -5.6% |
Q1 2023 | $49,455,010 | +7.3% | 1,467,072 | +0.2% | 0.07% | +2.9% |
Q4 2022 | $46,082,452 | +12.6% | 1,464,330 | -0.7% | 0.07% | -2.8% |
Q3 2022 | $40,927,000 | -12.3% | 1,474,843 | -1.3% | 0.07% | -7.8% |
Q2 2022 | $46,677,000 | -19.7% | 1,494,623 | -2.3% | 0.08% | -14.4% |
Q1 2022 | $58,107,000 | -6.1% | 1,530,343 | +1.2% | 0.09% | -9.1% |
Q4 2021 | $61,881,000 | -1.7% | 1,511,872 | -0.3% | 0.10% | -11.6% |
Q3 2021 | $62,959,000 | +3.9% | 1,516,361 | +4.1% | 0.11% | +3.7% |
Q2 2021 | $60,610,000 | +4.5% | 1,456,979 | -0.9% | 0.11% | -7.7% |
Q1 2021 | $57,974,000 | +3.8% | 1,470,668 | -0.8% | 0.12% | -4.9% |
Q4 2020 | $55,837,000 | +34.4% | 1,483,058 | +16.1% | 0.12% | +13.9% |
Q3 2020 | $41,545,000 | +24.3% | 1,277,127 | +13.0% | 0.11% | +11.3% |
Q2 2020 | $33,419,000 | +47.9% | 1,130,156 | +22.1% | 0.10% | +21.2% |
Q1 2020 | $22,591,000 | +102.6% | 925,867 | +187.7% | 0.08% | +142.4% |
Q4 2019 | $11,150,000 | +114.8% | 321,790 | +97.1% | 0.03% | +94.1% |
Q3 2019 | $5,192,000 | +27.8% | 163,269 | +31.2% | 0.02% | +21.4% |
Q2 2019 | $4,062,000 | +244.2% | 124,434 | +240.1% | 0.01% | +250.0% |
Q1 2019 | $1,180,000 | +75.9% | 36,586 | +58.8% | 0.00% | +33.3% |
Q4 2018 | $671,000 | -6.2% | 23,046 | +15.0% | 0.00% | 0.0% |
Q3 2018 | $715,000 | -2.9% | 20,048 | -1.7% | 0.00% | 0.0% |
Q2 2018 | $736,000 | +18.7% | 20,392 | +20.2% | 0.00% | 0.0% |
Q1 2018 | $620,000 | +5.3% | 16,970 | +5.6% | 0.00% | 0.0% |
Q4 2017 | $589,000 | +24.5% | 16,072 | +21.8% | 0.00% | +50.0% |
Q3 2017 | $473,000 | +12.9% | 13,193 | +5.9% | 0.00% | 0.0% |
Q2 2017 | $419,000 | +73.1% | 12,462 | +61.0% | 0.00% | +100.0% |
Q1 2017 | $242,000 | +1.7% | 7,738 | -5.3% | 0.00% | 0.0% |
Q4 2016 | $238,000 | +38.4% | 8,172 | +46.3% | 0.00% | 0.0% |
Q3 2016 | $172,000 | +300.0% | 5,586 | +273.6% | 0.00% | – |
Q2 2016 | $43,000 | +95.5% | 1,495 | +98.0% | 0.00% | – |
Q1 2016 | $22,000 | +10.0% | 755 | +8.0% | 0.00% | – |
Q4 2015 | $20,000 | +5.3% | 699 | +6.4% | 0.00% | – |
Q3 2015 | $19,000 | -5.0% | 657 | +1.1% | 0.00% | – |
Q1 2015 | $20,000 | +25.0% | 650 | +15.7% | 0.00% | – |
Q4 2014 | $16,000 | -48.4% | 562 | -43.4% | 0.00% | – |
Q3 2014 | $31,000 | +63.2% | 993 | +83.5% | 0.00% | – |
Q2 2014 | $19,000 | – | 541 | – | 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% |