SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $50,242 | +8.2% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $46,440 | -4.5% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $48,629 | +0.2% | 1,440 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $48,542 | +7.1% | 1,440 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $45,317 | +13.4% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $39,960 | -11.1% | 1,440 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $44,971 | -15.7% | 1,440 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $53,348 | -4.2% | 1,405 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $55,665 | -1.4% | 1,360 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $56,467 | -0.2% | 1,360 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,576 | +5.5% | 1,360 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,611 | +18.7% | 1,360 | +13.3% | 0.01% | 0.0% |
| Q4 2020 | $45,180 | +15.7% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,036 | +10.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,484 | +21.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $29,280 | -29.6% | 1,200 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $41,580 | +9.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,160 | -2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $39,168 | +1.2% | 1,200 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $38,700 | +10.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,920 | -18.4% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,792 | -1.1% | 1,200 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $43,284 | -1.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $43,812 | -0.3% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $43,956 | – | 1,200 | – | 0.01% | – |
Download | ||||||
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% |