SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $93 | -4.1% | 2,650 | -11.8% | 0.00% | 0.0% |
Q3 2023 | $97 | -5.8% | 3,004 | -1.1% | 0.00% | 0.0% |
Q2 2023 | $103 | -5.5% | 3,038 | -5.7% | 0.00% | 0.0% |
Q1 2023 | $109 | +7.9% | 3,223 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $101 | -99.9% | 3,223 | +12.3% | 0.00% | 0.0% |
Q3 2022 | $80,000 | -10.1% | 2,869 | +0.3% | 0.00% | 0.0% |
Q2 2022 | $89,000 | -18.3% | 2,860 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $109,000 | -9.2% | 2,860 | -0.7% | 0.00% | 0.0% |
Q3 2021 | $120,000 | -9.8% | 2,880 | -9.9% | 0.00% | -33.3% |
Q2 2021 | $133,000 | +5.6% | 3,195 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $126,000 | -11.9% | 3,195 | -15.8% | 0.00% | 0.0% |
Q4 2020 | $143,000 | +16.3% | 3,795 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $123,000 | +9.8% | 3,795 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $112,000 | +16.7% | 3,795 | -3.7% | 0.00% | 0.0% |
Q1 2020 | $96,000 | -27.3% | 3,940 | -4.9% | 0.00% | 0.0% |
Q3 2019 | $132,000 | -25.0% | 4,145 | -23.0% | 0.00% | -57.1% |
Q2 2019 | $176,000 | -45.0% | 5,385 | -45.8% | 0.01% | -41.7% |
Q1 2019 | $320,000 | -86.3% | 9,930 | -87.6% | 0.01% | -87.9% |
Q4 2018 | $2,328,000 | +517.5% | 79,987 | +656.6% | 0.10% | +607.1% |
Q3 2018 | $377,000 | -8.7% | 10,572 | -7.6% | 0.01% | -17.6% |
Q2 2018 | $413,000 | -1.2% | 11,447 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $418,000 | -0.2% | 11,447 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $419,000 | +2.2% | 11,447 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $410,000 | +6.5% | 11,447 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $385,000 | +6.6% | 11,447 | -0.6% | 0.02% | +6.2% |
Q1 2017 | $361,000 | -0.3% | 11,517 | -7.4% | 0.02% | -5.9% |
Q4 2016 | $362,000 | +2.3% | 12,442 | +8.5% | 0.02% | 0.0% |
Q3 2016 | $354,000 | -0.8% | 11,462 | -7.7% | 0.02% | -5.6% |
Q2 2016 | $357,000 | -39.2% | 12,412 | -38.8% | 0.02% | -37.9% |
Q1 2016 | $587,000 | +0.3% | 20,280 | 0.0% | 0.03% | -3.3% |
Q4 2015 | $585,000 | +21.4% | 20,280 | +20.0% | 0.03% | +15.4% |
Q3 2015 | $482,000 | -6.2% | 16,900 | +2.9% | 0.03% | 0.0% |
Q2 2015 | $514,000 | +25.4% | 16,425 | +20.8% | 0.03% | +30.0% |
Q1 2015 | $410,000 | +376.7% | 13,595 | +357.4% | 0.02% | +400.0% |
Q4 2014 | $86,000 | +4200.0% | 2,972 | +5615.4% | 0.00% | – |
Q3 2014 | $2,000 | – | 52 | – | 0.00% | – |
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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% |