SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $621,974 | +68.7% | 17,481 | +69.7% | 0.02% | +87.5% |
| Q1 2024 | $368,776 | +13.4% | 10,301 | +10.5% | 0.01% | 0.0% |
| Q4 2023 | $325,279 | +34.1% | 9,323 | +24.0% | 0.01% | +60.0% |
| Q3 2023 | $242,520 | +15.4% | 7,520 | +20.8% | 0.01% | +25.0% |
| Q2 2023 | $210,184 | -27.3% | 6,224 | -10.7% | 0.00% | 0.0% |
| Q3 2021 | $289,000 | -66.0% | 6,970 | -71.6% | 0.00% | -73.3% |
| Q4 2019 | $850,000 | +15.6% | 24,533 | +6.2% | 0.02% | 0.0% |
| Q3 2019 | $735,000 | -26.0% | 23,111 | -24.0% | 0.02% | -54.5% |
| Q2 2019 | $993,000 | – | 30,426 | – | 0.03% | – |
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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% |