SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 193 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,649,617 | -76.9% | 51,151 | -75.8% | 0.60% | -76.4% |
Q2 2023 | $7,134,637 | +0.5% | 211,271 | +0.3% | 2.54% | -3.8% |
Q1 2023 | $7,099,397 | +8.2% | 210,602 | +1.0% | 2.64% | +2.3% |
Q4 2022 | $6,559,295 | +12.0% | 208,430 | -1.2% | 2.58% | +5.7% |
Q3 2022 | $5,854,000 | -7.9% | 210,955 | +3.6% | 2.44% | -0.2% |
Q2 2022 | $6,357,000 | -17.3% | 203,546 | +0.6% | 2.44% | -5.0% |
Q1 2022 | $7,685,000 | -6.1% | 202,407 | +1.2% | 2.58% | -2.8% |
Q4 2021 | $8,183,000 | -1.7% | 199,919 | -0.3% | 2.65% | -6.1% |
Q3 2021 | $8,328,000 | -0.2% | 200,568 | +0.0% | 2.82% | -0.4% |
Q2 2021 | $8,342,000 | +4.3% | 200,525 | -1.1% | 2.83% | -2.2% |
Q1 2021 | $7,996,000 | +2.7% | 202,836 | -1.9% | 2.90% | -1.1% |
Q4 2020 | $7,783,000 | +19.0% | 206,712 | +2.8% | 2.93% | +3.8% |
Q3 2020 | $6,540,000 | +9.6% | 201,043 | -0.4% | 2.82% | +0.8% |
Q2 2020 | $5,967,000 | +15.7% | 201,790 | -4.5% | 2.80% | +6.3% |
Q1 2020 | $5,157,000 | -62.8% | 211,346 | -47.2% | 2.63% | -10.9% |
Q4 2019 | $13,856,000 | +8.9% | 399,898 | -0.1% | 2.96% | +4.5% |
Q3 2019 | $12,726,000 | +95.1% | 400,174 | +100.2% | 2.83% | -3.5% |
Q2 2019 | $6,524,000 | -50.1% | 199,880 | -50.7% | 2.93% | -2.6% |
Q1 2019 | $13,080,000 | +125.8% | 405,570 | +103.7% | 3.01% | +5.5% |
Q4 2018 | $5,794,000 | -59.7% | 199,095 | -50.7% | 2.85% | -11.9% |
Q3 2018 | $14,390,000 | +96.5% | 403,538 | +98.8% | 3.24% | -4.3% |
Q2 2018 | $7,323,000 | -0.2% | 203,014 | +1.0% | 3.38% | -3.1% |
Q1 2018 | $7,340,000 | -62.6% | 201,053 | -62.5% | 3.49% | -6.2% |
Q4 2017 | $19,640,000 | +3.3% | 536,174 | +1.1% | 3.72% | +1.5% |
Q3 2017 | $19,006,000 | +8.7% | 530,596 | +2.0% | 3.66% | +7.0% |
Q2 2017 | $17,492,000 | +116.1% | 520,138 | +101.3% | 3.42% | +4.7% |
Q1 2017 | $8,095,000 | -43.1% | 258,386 | -47.1% | 3.27% | +5.7% |
Q4 2016 | $14,220,000 | – | 488,672 | – | 3.10% | – |
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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% |