SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,111,171 | +2712.3% | 312,287 | +2729.7% | 0.00% | – |
Q1 2024 | $395,089 | -99.5% | 11,036 | -99.5% | 0.00% | -100.0% |
Q4 2023 | $84,913,503 | +726.7% | 2,433,749 | +664.2% | 0.02% | +633.3% |
Q3 2023 | $10,271,141 | -89.1% | 318,485 | -88.5% | 0.00% | -90.6% |
Q2 2023 | $93,856,049 | +616.3% | 2,779,273 | +615.0% | 0.03% | +540.0% |
Q1 2023 | $13,103,010 | -42.3% | 388,698 | -46.1% | 0.01% | -50.0% |
Q4 2022 | $22,690,468 | -59.9% | 721,019 | -64.7% | 0.01% | -60.0% |
Q3 2022 | $56,613,000 | +1141.8% | 2,040,114 | +1297.5% | 0.02% | +1150.0% |
Q2 2022 | $4,559,000 | -83.8% | 145,985 | -80.3% | 0.00% | -77.8% |
Q1 2022 | $28,087,000 | +204.9% | 739,705 | +233.4% | 0.01% | +200.0% |
Q3 2021 | $9,212,000 | +47.2% | 221,875 | +47.5% | 0.00% | +50.0% |
Q2 2021 | $6,258,000 | +665.0% | 150,422 | +497.8% | 0.00% | – |
Q3 2020 | $818,000 | -84.4% | 25,161 | -84.7% | 0.00% | -100.0% |
Q3 2019 | $5,230,000 | +1402.9% | 164,481 | +1441.2% | 0.01% | +800.0% |
Q2 2019 | $348,000 | -74.6% | 10,672 | -74.9% | 0.00% | -50.0% |
Q1 2019 | $1,371,000 | -81.6% | 42,497 | -79.7% | 0.00% | -86.7% |
Q3 2018 | $7,451,000 | +135.5% | 208,957 | +141.1% | 0.02% | +87.5% |
Q1 2018 | $3,164,000 | -89.4% | 86,653 | -89.3% | 0.01% | -90.6% |
Q4 2017 | $29,712,000 | +274.8% | 811,125 | +266.5% | 0.08% | +226.9% |
Q3 2017 | $7,927,000 | -7.7% | 221,287 | -13.3% | 0.03% | -13.3% |
Q2 2017 | $8,588,000 | -52.8% | 255,376 | -56.0% | 0.03% | -63.0% |
Q1 2017 | $18,176,000 | +868.4% | 580,162 | +799.3% | 0.08% | +912.5% |
Q4 2016 | $1,877,000 | -78.9% | 64,510 | -77.6% | 0.01% | -81.4% |
Q3 2016 | $8,905,000 | -36.3% | 288,383 | -40.6% | 0.04% | -37.7% |
Q2 2016 | $13,988,000 | +675.0% | 485,772 | +675.8% | 0.07% | +527.3% |
Q4 2015 | $1,805,000 | -62.7% | 62,618 | -63.1% | 0.01% | -63.3% |
Q3 2015 | $4,842,000 | +936.8% | 169,651 | +1036.6% | 0.03% | +900.0% |
Q2 2015 | $467,000 | -63.2% | 14,926 | -64.5% | 0.00% | -70.0% |
Q1 2015 | $1,270,000 | +153.5% | 42,096 | +142.3% | 0.01% | +150.0% |
Q4 2014 | $501,000 | -86.3% | 17,375 | -85.1% | 0.00% | -89.2% |
Q3 2014 | $3,655,000 | – | 116,609 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |