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 | $972,000 | +1.5% | 23,415 | +1.7% | 0.06% | 0.0% |
Q2 2021 | $958,000 | +46.5% | 23,024 | +38.7% | 0.06% | +36.2% |
Q1 2021 | $654,000 | +20.2% | 16,598 | +14.8% | 0.05% | -2.1% |
Q4 2020 | $544,000 | +15.3% | 14,458 | -0.3% | 0.05% | -7.7% |
Q3 2020 | $472,000 | +50.3% | 14,505 | +36.5% | 0.05% | +33.3% |
Q2 2020 | $314,000 | +368.7% | 10,630 | +285.8% | 0.04% | +290.0% |
Q1 2020 | $67,000 | -65.6% | 2,755 | -51.1% | 0.01% | -60.0% |
Q4 2019 | $195,000 | +22.6% | 5,631 | +12.4% | 0.02% | +8.7% |
Q3 2019 | $159,000 | -7.6% | 5,008 | -4.8% | 0.02% | -14.8% |
Q2 2019 | $172,000 | -0.6% | 5,263 | -1.6% | 0.03% | -10.0% |
Q1 2019 | $173,000 | -35.4% | 5,351 | -41.9% | 0.03% | -42.3% |
Q4 2018 | $268,000 | +26700.0% | 9,209 | +22922.5% | 0.05% | – |
Q3 2018 | $1,000 | -50.0% | 40 | -20.0% | 0.00% | – |
Q2 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q1 2018 | $2,000 | – | 50 | – | 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% |