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 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |