SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,747,970 | +9.4% | 623,330 | +1.1% | 0.75% | -7.7% |
| Q3 2023 | $19,876,030 | -5.6% | 616,311 | -1.1% | 0.81% | -9.0% |
| Q2 2023 | $21,049,374 | +0.6% | 623,316 | +0.4% | 0.89% | -7.8% |
| Q1 2023 | $20,920,662 | +7.6% | 620,607 | +0.4% | 0.97% | -3.5% |
| Q4 2022 | $19,448,902 | +17.6% | 618,014 | +3.7% | 1.00% | +4.4% |
| Q3 2022 | $16,534,000 | -8.3% | 595,832 | +3.2% | 0.96% | -13.8% |
| Q2 2022 | $18,022,000 | -21.5% | 577,081 | -4.5% | 1.12% | +6.3% |
| Q1 2022 | $22,953,000 | +6.9% | 604,501 | +15.2% | 1.05% | -1.3% |
| Q4 2021 | $21,469,000 | +7.2% | 524,541 | +8.7% | 1.06% | -31.1% |
| Q3 2021 | $20,030,000 | +0.3% | 482,424 | +0.5% | 1.54% | -4.7% |
| Q2 2021 | $19,961,000 | +5.5% | 479,839 | -0.0% | 1.62% | -13.7% |
| Q1 2021 | $18,922,000 | +0.1% | 480,003 | -4.4% | 1.88% | -17.0% |
| Q4 2020 | $18,912,000 | +6.4% | 502,301 | -8.1% | 2.26% | -12.8% |
| Q3 2020 | $17,776,000 | -0.5% | 546,437 | -9.6% | 2.60% | -7.1% |
| Q2 2020 | $17,869,000 | +6.5% | 604,291 | -12.1% | 2.79% | -1.0% |
| Q1 2020 | $16,777,000 | +2214.1% | 687,587 | +3185.6% | 2.82% | +2174.2% |
| Q4 2019 | $725,000 | +16.6% | 20,927 | +7.0% | 0.12% | +10.7% |
| Q3 2019 | $622,000 | +7.4% | 19,555 | +10.2% | 0.11% | +7.7% |
| Q2 2019 | $579,000 | +8.0% | 17,740 | +6.7% | 0.10% | +3.0% |
| Q1 2019 | $536,000 | +50.1% | 16,620 | +35.3% | 0.10% | +40.3% |
| Q4 2018 | $357,000 | -22.4% | 12,281 | -4.8% | 0.07% | -28.7% |
| Q3 2018 | $460,000 | +72.3% | 12,904 | +73.2% | 0.10% | +46.4% |
| Q3 2017 | $267,000 | – | 7,451 | – | 0.07% | – |
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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% |