SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,389,000 | -8.1% | 42,563 | -9.2% | 0.04% | -93.9% |
| Q1 2019 | $1,511,000 | +6.9% | 46,861 | -3.6% | 0.61% | +405.8% |
| Q4 2018 | $1,414,000 | -2.2% | 48,587 | +16.7% | 0.12% | -81.0% |
| Q3 2018 | $1,446,000 | -3.1% | 41,648 | +0.7% | 0.63% | +533.0% |
| Q2 2018 | $1,492,000 | +144.6% | 41,357 | +151.4% | 0.10% | -67.5% |
| Q1 2018 | $610,000 | +112.5% | 16,453 | +109.7% | 0.31% | +113.9% |
| Q4 2017 | $287,000 | +17.1% | 7,847 | +14.8% | 0.14% | +9.9% |
| Q3 2017 | $245,000 | +5.2% | 6,835 | -1.2% | 0.13% | +1.6% |
| Q2 2017 | $233,000 | -2.5% | 6,921 | -16.6% | 0.13% | -23.7% |
| Q4 2015 | $239,000 | -3.6% | 8,296 | -4.4% | 0.17% | +6.3% |
| Q3 2015 | $248,000 | -9.2% | 8,676 | -0.5% | 0.16% | -19.3% |
| Q2 2015 | $273,000 | +13.3% | 8,721 | +9.3% | 0.20% | +14.5% |
| Q1 2015 | $241,000 | +10.0% | 7,978 | +5.0% | 0.17% | +31.3% |
| Q4 2014 | $219,000 | – | 7,600 | – | 0.13% | – |
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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% |