SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $341,000 | -6.8% | 10,717 | -4.5% | 0.17% | -8.2% |
| Q2 2019 | $366,000 | -59.3% | 11,224 | -59.8% | 0.18% | -64.5% |
| Q1 2019 | $900,000 | +14.6% | 27,905 | +3.4% | 0.51% | -0.4% |
| Q4 2018 | $785,000 | -24.3% | 26,990 | -7.2% | 0.52% | -9.5% |
| Q3 2018 | $1,037,000 | +6.0% | 29,083 | +7.2% | 0.57% | -4.4% |
| Q2 2018 | $978,000 | +11.1% | 27,121 | +12.5% | 0.60% | +12.3% |
| Q1 2018 | $880,000 | +20.4% | 24,116 | +20.8% | 0.53% | +13.7% |
| Q4 2017 | $731,000 | – | 19,965 | – | 0.47% | – |
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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% |