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 2024 | $7,856,775 | -8.9% | 220,820 | -8.4% | 0.27% | -14.4% |
Q1 2024 | $8,627,871 | +0.1% | 241,002 | -2.5% | 0.31% | -8.2% |
Q4 2023 | $8,620,586 | +50.3% | 247,079 | +38.9% | 0.34% | +33.7% |
Q3 2023 | $5,735,565 | +15.1% | 177,847 | +20.5% | 0.26% | +13.3% |
Q2 2023 | $4,984,148 | -0.9% | 147,591 | -1.1% | 0.22% | -8.9% |
Q1 2023 | $5,030,577 | -0.1% | 149,231 | -6.7% | 0.25% | -7.8% |
Q4 2022 | $5,034,350 | +11.2% | 159,973 | -2.0% | 0.27% | +0.4% |
Q3 2022 | $4,529,000 | -5.0% | 163,240 | +6.9% | 0.27% | -5.7% |
Q2 2022 | $4,766,000 | +0.9% | 152,641 | +22.7% | 0.28% | +13.2% |
Q1 2022 | $4,722,000 | +1.6% | 124,383 | +9.5% | 0.25% | -29.0% |
Q4 2021 | $4,649,000 | -0.8% | 113,588 | +0.6% | 0.35% | -9.0% |
Q3 2021 | $4,686,000 | -9.8% | 112,882 | -9.6% | 0.39% | -16.1% |
Q2 2021 | $5,193,000 | +5.0% | 124,832 | -0.5% | 0.46% | -15.7% |
Q1 2021 | $4,947,000 | -1.0% | 125,520 | -5.4% | 0.55% | -9.0% |
Q4 2020 | $4,997,000 | +12.2% | 132,724 | -3.1% | 0.60% | -1.0% |
Q3 2020 | $4,455,000 | +9.0% | 136,947 | -0.9% | 0.61% | +3.6% |
Q2 2020 | $4,087,000 | +440.6% | 138,230 | +346.0% | 0.59% | +357.8% |
Q1 2020 | $756,000 | -24.3% | 30,994 | +1.3% | 0.13% | -24.7% |
Q2 2019 | $999,000 | -12.0% | 30,596 | -13.1% | 0.17% | -15.8% |
Q1 2019 | $1,135,000 | -18.1% | 35,208 | -26.0% | 0.20% | -28.1% |
Q4 2018 | $1,385,000 | -12.9% | 47,581 | +6.7% | 0.28% | -2.4% |
Q3 2018 | $1,590,000 | +4.0% | 44,592 | +5.2% | 0.29% | -0.7% |
Q2 2018 | $1,529,000 | +9.3% | 42,395 | +10.6% | 0.29% | +5.5% |
Q1 2018 | $1,399,000 | +2.3% | 38,331 | +2.6% | 0.28% | +0.4% |
Q4 2017 | $1,368,000 | -8.5% | 37,355 | -10.5% | 0.27% | -11.9% |
Q3 2017 | $1,495,000 | +5.7% | 41,728 | -0.8% | 0.31% | -25.1% |
Q2 2017 | $1,414,000 | +9.0% | 42,056 | +1.6% | 0.42% | +3.0% |
Q1 2017 | $1,297,000 | +12.3% | 41,408 | +4.4% | 0.40% | +9.8% |
Q4 2016 | $1,155,000 | -4.5% | 39,681 | +1.4% | 0.37% | -6.9% |
Q3 2016 | $1,209,000 | +20.4% | 39,137 | +12.2% | 0.39% | +12.6% |
Q2 2016 | $1,004,000 | +9.6% | 34,871 | +10.2% | 0.35% | +872.2% |
Q1 2016 | $916,000 | +11.3% | 31,644 | +10.9% | 0.04% | -87.1% |
Q4 2015 | $823,000 | +4.6% | 28,536 | +3.5% | 0.28% | -2.4% |
Q3 2015 | $787,000 | -9.3% | 27,584 | -0.5% | 0.29% | +14.9% |
Q2 2015 | $868,000 | +13.6% | 27,718 | +9.5% | 0.25% | +8.3% |
Q1 2015 | $764,000 | +30.2% | 25,315 | +24.4% | 0.23% | +4.5% |
Q4 2014 | $587,000 | +6.1% | 20,347 | +15.2% | 0.22% | +11.1% |
Q3 2014 | $553,000 | -4.0% | 17,660 | +5.0% | 0.20% | -14.7% |
Q2 2014 | $576,000 | +3.6% | 16,819 | -0.1% | 0.23% | +10.0% |
Q1 2014 | $556,000 | – | 16,840 | – | 0.21% | – |
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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% |