SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $272,000 | -6.5% | 7,166 | +0.8% | 0.03% | -8.8% |
| Q4 2021 | $291,000 | -1.4% | 7,106 | 0.0% | 0.03% | -12.8% |
| Q3 2021 | $295,000 | -1.7% | 7,106 | -1.4% | 0.04% | -7.1% |
| Q2 2021 | $300,000 | +5.3% | 7,206 | -0.3% | 0.04% | -2.3% |
| Q1 2021 | $285,000 | +4.8% | 7,231 | -0.1% | 0.04% | -6.5% |
| Q4 2020 | $272,000 | +5.8% | 7,236 | -8.5% | 0.05% | -8.0% |
| Q3 2020 | $257,000 | +8.4% | 7,911 | -1.2% | 0.05% | -2.0% |
| Q2 2020 | $237,000 | -4.0% | 8,011 | +12.5% | 0.05% | -1.9% |
| Q4 2019 | $247,000 | +18.8% | 7,123 | +8.7% | 0.05% | +6.1% |
| Q3 2019 | $208,000 | -2.8% | 6,550 | 0.0% | 0.05% | -5.8% |
| Q2 2019 | $214,000 | +1.9% | 6,550 | +0.5% | 0.05% | -3.7% |
| Q1 2019 | $210,000 | -48.5% | 6,520 | -42.6% | 0.05% | -3.6% |
| Q3 2018 | $408,000 | +99.0% | 11,360 | +100.0% | 0.06% | -3.4% |
| Q2 2018 | $205,000 | – | 5,680 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |