SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 54 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,829 | -82.2% | 143 | -82.2% | 0.00% | -75.0% |
| Q1 2023 | $27,069 | -19.7% | 803 | -25.0% | 0.00% | 0.0% |
| Q4 2022 | $33,705 | +16.2% | 1,071 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $29,000 | -12.1% | 1,071 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $33,000 | -19.5% | 1,071 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $41,000 | -19.6% | 1,071 | -13.6% | 0.01% | -16.7% |
| Q4 2021 | $51,000 | 0.0% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $51,000 | -1.9% | 1,239 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $52,000 | +6.1% | 1,239 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $49,000 | +4.3% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $47,000 | +17.5% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +11.1% | 1,239 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $36,000 | +20.0% | 1,239 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $30,000 | -30.2% | 1,239 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $43,000 | -48.8% | 1,239 | -53.1% | 0.01% | -52.4% |
| Q3 2019 | $84,000 | +42.4% | 2,639 | +43.8% | 0.02% | +31.2% |
| Q2 2019 | $59,000 | 0.0% | 1,835 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $59,000 | +2850.0% | 1,835 | +2346.7% | 0.02% | +1500.0% |
| Q2 2016 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | 0.0% | 75 | +25.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | +100.0% | 60 | +30.4% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | 0.0% | 46 | +35.3% | 0.00% | 0.0% |
| Q2 2015 | $1,000 | 0.0% | 34 | +54.5% | 0.00% | 0.0% |
| Q1 2015 | $1,000 | 0.0% | 22 | +4.8% | 0.00% | 0.0% |
| Q4 2014 | $1,000 | 0.0% | 21 | +23.5% | 0.00% | 0.0% |
| Q3 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,000 | 0.0% | 17 | -52.8% | 0.00% | 0.0% |
| Q1 2014 | $1,000 | 0.0% | 36 | +125.0% | 0.00% | 0.0% |
| Q4 2013 | $1,000 | – | 16 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |