SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $57,760 | -4.5% | 1,791 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $60,482 | -2.6% | 1,791 | -2.8% | 0.10% | -7.3% |
Q1 2023 | $62,094 | +112798.2% | 1,842 | +5.0% | 0.11% | +1.9% |
Q4 2022 | $55 | -99.9% | 1,755 | 0.0% | 0.11% | +3.9% |
Q3 2022 | $49,000 | -10.9% | 1,755 | 0.0% | 0.10% | -15.6% |
Q2 2022 | $55,000 | -17.9% | 1,755 | 0.0% | 0.12% | -6.9% |
Q1 2022 | $67,000 | -6.9% | 1,755 | 0.0% | 0.13% | +19.1% |
Q4 2021 | $72,000 | -1.4% | 1,755 | 0.0% | 0.11% | -6.8% |
Q3 2021 | $73,000 | 0.0% | 1,755 | 0.0% | 0.12% | -3.3% |
Q2 2021 | $73,000 | +5.8% | 1,755 | 0.0% | 0.12% | -2.4% |
Q1 2021 | $69,000 | +4.5% | 1,755 | 0.0% | 0.12% | +5.0% |
Q4 2020 | $66,000 | +15.8% | 1,755 | 0.0% | 0.12% | +2.6% |
Q3 2020 | $57,000 | -6.6% | 1,755 | -15.4% | 0.12% | -11.5% |
Q2 2020 | $61,000 | -24.7% | 2,075 | -37.5% | 0.13% | -33.5% |
Q1 2020 | $81,000 | -23.6% | 3,321 | -0.1% | 0.20% | -10.0% |
Q4 2019 | $106,000 | 0.0% | 3,325 | 0.0% | 0.22% | -3.5% |
Q3 2019 | $106,000 | -2.8% | 3,325 | 0.0% | 0.23% | +27.5% |
Q2 2019 | $109,000 | -22.7% | 3,325 | -24.0% | 0.18% | -19.1% |
Q1 2019 | $141,000 | -4.1% | 4,374 | -13.7% | 0.22% | -7.2% |
Q4 2018 | $147,000 | -9.8% | 5,067 | +10.6% | 0.24% | +0.4% |
Q3 2018 | $163,000 | +48.2% | 4,582 | +51.8% | 0.24% | +227.8% |
Q2 2018 | $110,000 | 0.0% | 3,018 | 0.0% | 0.07% | 0.0% |
Q1 2018 | $110,000 | -0.9% | 3,018 | 0.0% | 0.07% | -1.4% |
Q4 2017 | $111,000 | +12.1% | 3,018 | +2.9% | 0.07% | +9.0% |
Q3 2017 | $99,000 | 0.0% | 2,932 | 0.0% | 0.07% | -11.8% |
Q2 2017 | $99,000 | – | 2,932 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
MCIA Inc | 130,855 | $4,720,000 | 4.61% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |