SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,254 | +135.9% | 504 | +147.1% | 0.00% | +200.0% |
| Q2 2023 | $6,889 | +0.2% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,877 | -27.2% | 204 | -32.0% | 0.00% | -50.0% |
| Q4 2022 | $9,441 | +18.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -65.6% | 300 | -62.2% | 0.00% | -66.7% |
| Q4 2021 | $32,000 | +146.2% | 793 | +150.9% | 0.01% | +100.0% |
| Q3 2021 | $13,000 | +8.3% | 316 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -45.5% | 300 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +120.0% | 600 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 300 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $10,000 | – | 300 | – | 0.00% | – |
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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% |