SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $373,000 | +6.6% | 9,105 | +8.1% | 0.02% | -4.8% |
| Q3 2021 | $350,000 | +7.0% | 8,426 | +7.2% | 0.02% | +10.5% |
| Q2 2021 | $327,000 | +5.5% | 7,862 | +0.1% | 0.02% | -9.5% |
| Q1 2021 | $310,000 | +20.6% | 7,858 | +15.3% | 0.02% | +10.5% |
| Q4 2020 | $257,000 | -2.3% | 6,814 | -15.8% | 0.02% | -17.4% |
| Q3 2020 | $263,000 | +4.8% | 8,088 | -4.6% | 0.02% | -8.0% |
| Q2 2020 | $251,000 | -54.4% | 8,482 | -49.8% | 0.02% | -65.3% |
| Q2 2019 | $551,000 | – | 16,890 | – | 0.07% | – |
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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% |