SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $9,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 254 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | +50.0% | 254 | +40.3% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | +20.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | -16.7% | 181 | +1.7% | 0.00% | -33.3% |
| Q3 2016 | $6,000 | +20.0% | 178 | 0.0% | 0.00% | +50.0% |
| Q2 2016 | $5,000 | -16.7% | 178 | -15.2% | 0.00% | -33.3% |
| Q1 2016 | $6,000 | -70.0% | 210 | -70.4% | 0.00% | -70.0% |
| Q4 2015 | $20,000 | +233.3% | 710 | +243.0% | 0.01% | +233.3% |
| Q3 2015 | $6,000 | +20.0% | 207 | +18.3% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | -54.5% | 175 | -50.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | – | 350 | +5733.3% | 0.00% | – |
| Q4 2014 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2014 | $0 | – | 6 | – | 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% |