SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 308 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $249,000 | +11.7% | 6,628 | -3.2% | 0.03% | -11.8% |
| Q3 2020 | $223,000 | -7.9% | 6,848 | -2.1% | 0.03% | -2.9% |
| Q4 2019 | $242,000 | +5.2% | 6,995 | -3.3% | 0.04% | -2.8% |
| Q3 2019 | $230,000 | -2.1% | 7,231 | +0.3% | 0.04% | -5.3% |
| Q2 2019 | $235,000 | -5.2% | 7,212 | -6.3% | 0.04% | -11.6% |
| Q1 2019 | $248,000 | -3.5% | 7,698 | -12.7% | 0.04% | -6.5% |
| Q4 2018 | $257,000 | -22.8% | 8,818 | -15.3% | 0.05% | -17.9% |
| Q3 2018 | $333,000 | – | 10,415 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |