SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $612,000 | -0.5% | 14,957 | +0.9% | 0.23% | -10.2% |
| Q3 2021 | $615,000 | +1.3% | 14,818 | +1.6% | 0.26% | +2.0% |
| Q2 2021 | $607,000 | +7.8% | 14,585 | +2.2% | 0.25% | +1.2% |
| Q1 2021 | $563,000 | +4.6% | 14,273 | -0.1% | 0.25% | -0.4% |
| Q4 2020 | $538,000 | +16.7% | 14,281 | +0.7% | 0.25% | +2.5% |
| Q3 2020 | $461,000 | +17.0% | 14,184 | +6.5% | 0.24% | +5.2% |
| Q2 2020 | $394,000 | +36.3% | 13,315 | +12.3% | 0.23% | +10.6% |
| Q1 2020 | $289,000 | -25.1% | 11,858 | +6.3% | 0.21% | -7.1% |
| Q4 2019 | $386,000 | +8.7% | 11,150 | -0.2% | 0.22% | -0.4% |
| Q3 2019 | $355,000 | +69.9% | 11,173 | +74.7% | 0.22% | +69.2% |
| Q2 2019 | $209,000 | – | 6,394 | – | 0.13% | – |
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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% |