SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $2,697 | +7.1% | 80 | 0.0% | 0.00% | – |
Q4 2022 | $2,518 | +25.9% | 80 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
Q2 2022 | $2,000 | -33.3% | 80 | 0.0% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | -100.0% |
Q2 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $3,000 | -97.4% | 80 | -98.0% | 0.00% | -98.0% |
Q2 2020 | $116,000 | +20.8% | 3,914 | 0.0% | 0.05% | +6.4% |
Q1 2020 | $96,000 | -28.9% | 3,914 | +0.8% | 0.05% | -9.6% |
Q4 2019 | $135,000 | +37.8% | 3,884 | +25.5% | 0.05% | +18.2% |
Q3 2019 | $98,000 | -74.8% | 3,095 | -74.0% | 0.04% | -74.9% |
Q2 2019 | $389,000 | +206.3% | 11,905 | +202.8% | 0.18% | +212.5% |
Q1 2019 | $127,000 | +18.7% | 3,932 | +7.0% | 0.06% | +7.7% |
Q4 2018 | $107,000 | +3466.7% | 3,675 | +3768.4% | 0.05% | +5100.0% |
Q2 2018 | $3,000 | -66.7% | 95 | -64.0% | 0.00% | -80.0% |
Q2 2017 | $9,000 | +50.0% | 264 | +32.0% | 0.01% | +66.7% |
Q4 2015 | $6,000 | – | 200 | – | 0.00% | – |
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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% |