SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |