SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 230 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,264,434 | +1.4% | 70,215 | +6.2% | 0.79% | +3.9% |
| Q2 2023 | $2,232,433 | -8.2% | 66,107 | -8.4% | 0.76% | -11.5% |
| Q1 2023 | $2,431,875 | +1.5% | 72,141 | -5.2% | 0.86% | -1.8% |
| Q4 2022 | $2,395,277 | +19.5% | 76,113 | +5.4% | 0.88% | +4.0% |
| Q3 2022 | $2,004,000 | -19.9% | 72,202 | -9.4% | 0.84% | -16.8% |
| Q2 2022 | $2,501,000 | -14.5% | 79,679 | +4.9% | 1.02% | -3.5% |
| Q1 2022 | $2,925,000 | +6.4% | 75,991 | +13.1% | 1.05% | +7.3% |
| Q4 2021 | $2,750,000 | +0.8% | 67,177 | +2.9% | 0.98% | -6.4% |
| Q3 2021 | $2,727,000 | -4.6% | 65,288 | -2.7% | 1.05% | -4.9% |
| Q2 2021 | $2,859,000 | +4.3% | 67,123 | -3.5% | 1.10% | -2.4% |
| Q1 2021 | $2,742,000 | -0.6% | 69,560 | -5.0% | 1.13% | -6.0% |
| Q4 2020 | $2,758,000 | +11.0% | 73,259 | -4.1% | 1.20% | -8.1% |
| Q3 2020 | $2,484,000 | +9.1% | 76,373 | -0.8% | 1.31% | -1.7% |
| Q2 2020 | $2,277,000 | +64.8% | 76,990 | +35.9% | 1.33% | +39.1% |
| Q1 2020 | $1,382,000 | -23.8% | 56,642 | +8.3% | 0.96% | -2.6% |
| Q4 2019 | $1,813,000 | +12.4% | 52,319 | +3.1% | 0.98% | +5.3% |
| Q3 2019 | $1,613,000 | -2.7% | 50,734 | -0.1% | 0.93% | -12.8% |
| Q2 2019 | $1,658,000 | -0.4% | 50,807 | -1.6% | 1.07% | -14.3% |
| Q1 2019 | $1,665,000 | +15.3% | 51,621 | +4.0% | 1.25% | +12.1% |
| Q4 2018 | $1,444,000 | – | 49,621 | – | 1.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |