SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $196,047 | +32.4% | 5,510 | +33.3% | 0.01% | +33.3% |
Q1 2024 | $148,031 | +139.6% | 4,135 | +133.5% | 0.01% | +100.0% |
Q4 2023 | $61,790 | -11.3% | 1,771 | -18.0% | 0.00% | 0.0% |
Q3 2023 | $69,628 | -84.0% | 2,159 | -82.4% | 0.00% | -70.0% |
Q2 2023 | $435,612 | -39.1% | 12,288 | -36.2% | 0.01% | -67.7% |
Q1 2023 | $714,752 | +113895.5% | 19,250 | +15.0% | 0.03% | +82.4% |
Q4 2022 | $627 | -99.6% | 16,743 | +324.7% | 0.02% | +325.0% |
Q3 2022 | $155,000 | +74.2% | 3,942 | +78.1% | 0.00% | +33.3% |
Q2 2022 | $89,000 | -45.4% | 2,213 | -45.1% | 0.00% | +50.0% |
Q1 2022 | $163,000 | +111.7% | 4,028 | +138.6% | 0.00% | 0.0% |
Q4 2021 | $77,000 | -90.4% | 1,688 | -91.3% | 0.00% | -87.5% |
Q3 2021 | $804,000 | +11.4% | 19,318 | +10.8% | 0.02% | +6.7% |
Q2 2021 | $722,000 | -35.4% | 17,434 | -38.4% | 0.02% | -31.8% |
Q1 2021 | $1,117,000 | +16.8% | 28,318 | +11.2% | 0.02% | -43.6% |
Q4 2020 | $956,000 | +47.3% | 25,469 | +21.3% | 0.04% | 0.0% |
Q3 2020 | $649,000 | -31.7% | 20,998 | -35.3% | 0.04% | -48.0% |
Q2 2020 | $950,000 | +194.1% | 32,477 | +133.3% | 0.08% | +127.3% |
Q1 2020 | $323,000 | -12.9% | 13,918 | +24.7% | 0.03% | +17.9% |
Q4 2019 | $371,000 | +11.1% | 11,163 | +3.4% | 0.03% | +27.3% |
Q3 2019 | $334,000 | -20.9% | 10,798 | -26.0% | 0.02% | -15.4% |
Q4 2018 | $422,000 | -44.4% | 14,595 | -31.4% | 0.03% | -16.1% |
Q3 2018 | $759,000 | +13.6% | 21,284 | +14.9% | 0.03% | +10.7% |
Q2 2018 | $668,000 | +4.0% | 18,530 | +5.7% | 0.03% | -3.4% |
Q1 2018 | $642,000 | 0.0% | 17,525 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $642,000 | +6.6% | 17,525 | +4.4% | 0.03% | +20.8% |
Q3 2017 | $602,000 | -3.8% | 16,794 | -9.7% | 0.02% | -11.1% |
Q2 2017 | $626,000 | +15.3% | 18,602 | +7.4% | 0.03% | +12.5% |
Q1 2017 | $543,000 | +58.3% | 17,316 | +47.1% | 0.02% | +41.2% |
Q4 2016 | $343,000 | +98.3% | 11,771 | +110.5% | 0.02% | +88.9% |
Q3 2016 | $173,000 | +51.8% | 5,592 | +41.7% | 0.01% | +50.0% |
Q2 2016 | $114,000 | +67.6% | 3,946 | +66.8% | 0.01% | +20.0% |
Q4 2015 | $68,000 | – | 2,365 | – | 0.01% | – |
Download |
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% |