SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 193 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,714 | -4.5% | 1,107 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,397 | +0.7% | 1,107 | +0.5% | 0.00% | -25.0% |
| Q1 2023 | $37,146 | +7.1% | 1,102 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $34,677 | +15.6% | 1,102 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -11.8% | 1,083 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $34,000 | -17.1% | 1,083 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | -6.8% | 1,083 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | 0.0% | 1,083 | +2.6% | 0.00% | -20.0% |
| Q3 2021 | $44,000 | 0.0% | 1,056 | 0.0% | 0.01% | -28.6% |
| Q2 2021 | $44,000 | +7.3% | 1,056 | +0.6% | 0.01% | -12.5% |
| Q1 2021 | $41,000 | +2.5% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $40,000 | +17.6% | 1,050 | +1.6% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | +9.7% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +24.0% | 1,033 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $25,000 | -30.6% | 1,033 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $36,000 | +12.5% | 1,033 | +2.8% | 0.01% | +12.5% |
| Q3 2019 | $32,000 | -3.0% | 1,005 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $32,000 | +10.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $29,000 | -19.4% | 1,000 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $36,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $36,000 | -2.7% | 1,000 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $37,000 | -5.1% | 1,000 | -6.1% | 0.01% | 0.0% |
| Q4 2017 | $39,000 | +8.3% | 1,065 | +6.5% | 0.01% | +11.1% |
| Q3 2017 | $36,000 | +5.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $34,000 | +17.2% | 1,000 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $29,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $29,000 | -6.5% | 1,000 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $31,000 | -64.0% | 1,000 | -66.4% | 0.01% | -62.5% |
| Q2 2016 | $86,000 | 0.0% | 2,980 | 0.0% | 0.02% | -4.0% |
| Q1 2016 | $86,000 | 0.0% | 2,980 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $86,000 | – | 2,980 | – | 0.02% | – |
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% |