SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 115 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $208,000 | -20.6% | 5,000 | -20.6% | 0.02% | -21.1% |
Q2 2021 | $262,000 | +5.2% | 6,300 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $249,000 | -7.4% | 6,300 | -11.8% | 0.02% | -13.0% |
Q4 2020 | $269,000 | -10.3% | 7,143 | -29.6% | 0.02% | -23.3% |
Q2 2020 | $300,000 | +21.5% | 10,143 | 0.0% | 0.03% | -9.1% |
Q1 2020 | $247,000 | -29.6% | 10,143 | 0.0% | 0.03% | -2.9% |
Q4 2019 | $351,000 | +8.7% | 10,143 | 0.0% | 0.03% | -2.9% |
Q3 2019 | $323,000 | +0.6% | 10,143 | +3.0% | 0.04% | 0.0% |
Q2 2019 | $321,000 | +1.3% | 9,843 | 0.0% | 0.04% | -10.3% |
Q1 2019 | $317,000 | +10.8% | 9,843 | 0.0% | 0.04% | -13.3% |
Q4 2018 | $286,000 | -16.9% | 9,843 | +2.1% | 0.04% | +36.4% |
Q3 2018 | $344,000 | -1.1% | 9,643 | 0.0% | 0.03% | -2.9% |
Q2 2018 | $348,000 | +2.1% | 9,643 | +3.2% | 0.03% | -2.9% |
Q1 2018 | $341,000 | +17.2% | 9,343 | +17.6% | 0.04% | -7.9% |
Q4 2017 | $291,000 | +13.7% | 7,943 | +11.2% | 0.04% | +11.8% |
Q3 2017 | $256,000 | +14.8% | 7,143 | +7.5% | 0.03% | +17.2% |
Q2 2017 | $223,000 | +10.9% | 6,643 | +3.8% | 0.03% | +11.5% |
Q1 2017 | $201,000 | – | 6,400 | – | 0.03% | – |
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% |