SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 169 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,500 | -5.2% | 11,172 | -4.7% | 0.05% | -16.9% |
| Q1 2024 | $419,504 | +1.4% | 11,718 | -1.1% | 0.06% | -6.3% |
| Q4 2023 | $413,586 | +2.5% | 11,854 | -5.2% | 0.06% | -18.2% |
| Q3 2023 | $403,351 | -5.9% | 12,507 | -1.4% | 0.08% | -3.8% |
| Q2 2023 | $428,575 | +1.0% | 12,691 | +0.9% | 0.08% | -4.8% |
| Q1 2023 | $424,139 | +1.1% | 12,582 | -5.6% | 0.08% | -6.7% |
| Q4 2022 | $419,401 | -1.1% | 13,327 | -12.8% | 0.09% | -10.9% |
| Q3 2022 | $424,000 | -19.7% | 15,278 | -9.7% | 0.10% | -18.5% |
| Q2 2022 | $528,000 | -15.7% | 16,913 | +2.6% | 0.12% | -1.6% |
| Q1 2022 | $626,000 | -12.2% | 16,489 | -5.4% | 0.13% | -8.7% |
| Q4 2021 | $713,000 | -3.0% | 17,426 | -1.5% | 0.14% | -1.4% |
| Q3 2021 | $735,000 | -4.8% | 17,699 | -4.6% | 0.14% | -8.5% |
| Q2 2021 | $772,000 | -32.8% | 18,557 | -36.3% | 0.15% | -62.8% |
| Q1 2021 | $1,149,000 | -20.9% | 29,150 | -24.4% | 0.41% | -17.6% |
| Q4 2020 | $1,452,000 | +16.3% | 38,577 | +0.6% | 0.50% | -1.8% |
| Q3 2020 | $1,248,000 | +9.9% | 38,357 | -0.2% | 0.51% | +0.6% |
| Q2 2020 | $1,136,000 | +26.8% | 38,419 | +4.7% | 0.50% | +3.9% |
| Q1 2020 | $896,000 | -24.1% | 36,709 | +7.7% | 0.49% | -15.9% |
| Q4 2019 | $1,181,000 | +8.5% | 34,081 | -0.4% | 0.58% | +10.5% |
| Q3 2019 | $1,088,000 | -0.3% | 34,207 | +2.3% | 0.52% | -1.3% |
| Q2 2019 | $1,091,000 | +3.9% | 33,431 | +2.7% | 0.53% | -0.6% |
| Q1 2019 | $1,050,000 | +13.8% | 32,566 | +2.6% | 0.53% | +2.9% |
| Q4 2018 | $923,000 | -15.1% | 31,733 | +4.1% | 0.52% | +4.4% |
| Q3 2018 | $1,087,000 | -2.0% | 30,492 | -0.8% | 0.50% | -8.0% |
| Q2 2018 | $1,109,000 | -1.1% | 30,733 | +0.1% | 0.54% | -7.2% |
| Q1 2018 | $1,121,000 | -2.5% | 30,696 | -2.2% | 0.58% | -3.5% |
| Q4 2017 | $1,150,000 | +3.2% | 31,399 | +0.9% | 0.60% | -6.4% |
| Q3 2017 | $1,114,000 | +9.0% | 31,109 | +2.3% | 0.64% | +4.4% |
| Q2 2017 | $1,022,000 | +8.1% | 30,402 | +0.8% | 0.62% | -11.0% |
| Q1 2017 | $945,000 | +15.2% | 30,159 | +7.1% | 0.69% | +23.4% |
| Q4 2016 | $820,000 | -4.1% | 28,170 | +1.7% | 0.56% | -6.5% |
| Q3 2016 | $855,000 | +4.9% | 27,702 | -2.1% | 0.60% | -0.8% |
| Q2 2016 | $815,000 | -1.9% | 28,304 | -1.4% | 0.60% | -0.5% |
| Q1 2016 | $831,000 | -3.7% | 28,696 | -4.1% | 0.61% | -9.4% |
| Q4 2015 | $863,000 | -2.0% | 29,933 | -3.0% | 0.67% | -8.2% |
| Q3 2015 | $881,000 | -6.8% | 30,864 | +2.2% | 0.73% | -0.8% |
| Q2 2015 | $945,000 | +8.2% | 30,186 | +4.2% | 0.74% | +4.8% |
| Q1 2015 | $873,000 | +12.4% | 28,962 | +7.5% | 0.70% | +11.8% |
| Q4 2014 | $777,000 | – | 26,945 | – | 0.63% | – |
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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% |