SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,482,979 | +4.4% | 45,984 | +9.4% | 0.02% | +5.0% |
Q2 2023 | $1,419,912 | +4.3% | 42,047 | -2.8% | 0.02% | -20.0% |
Q1 2023 | $1,360,980 | 0.0% | 43,247 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $1,360,980 | +16.4% | 43,247 | +2.6% | 0.02% | +4.2% |
Q3 2022 | $1,169,000 | -6.5% | 42,142 | +5.3% | 0.02% | -4.0% |
Q2 2022 | $1,250,000 | -15.7% | 40,011 | +2.5% | 0.02% | -13.8% |
Q1 2022 | $1,482,000 | -8.0% | 39,028 | -0.8% | 0.03% | -6.5% |
Q4 2021 | $1,611,000 | +0.7% | 39,353 | +2.1% | 0.03% | -6.1% |
Q3 2021 | $1,600,000 | +0.4% | 38,534 | +0.6% | 0.03% | -13.2% |
Q2 2021 | $1,593,000 | +14.6% | 38,300 | +8.6% | 0.04% | -44.9% |
Q1 2021 | $1,390,000 | +5.5% | 35,256 | +0.7% | 0.07% | 0.0% |
Q4 2020 | $1,318,000 | +14.3% | 35,004 | -1.3% | 0.07% | -21.6% |
Q3 2020 | $1,153,000 | +10.3% | 35,451 | +0.4% | 0.09% | -11.1% |
Q2 2020 | $1,045,000 | +39.3% | 35,326 | +14.9% | 0.10% | +37.5% |
Q1 2020 | $750,000 | +38.6% | 30,732 | +96.9% | 0.07% | +38.5% |
Q4 2019 | $541,000 | +10.0% | 15,608 | +1.0% | 0.05% | -1.9% |
Q3 2019 | $492,000 | +14.4% | 15,461 | +17.3% | 0.05% | +12.8% |
Q2 2019 | $430,000 | +18.8% | 13,183 | +17.4% | 0.05% | +2.2% |
Q1 2019 | $362,000 | -0.8% | 11,233 | -10.5% | 0.05% | -17.9% |
Q4 2018 | $365,000 | – | 12,549 | – | 0.06% | – |
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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% |