SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $9,654,000 | +11.4% | 278,370 | +2.0% | 5.84% | +2.0% |
| Q3 2019 | $8,666,000 | +1.4% | 272,847 | +4.2% | 5.72% | -0.8% |
| Q2 2019 | $8,545,000 | +1.7% | 261,850 | +0.5% | 5.77% | -1.4% |
| Q1 2019 | $8,399,000 | +13.8% | 260,523 | +2.8% | 5.85% | +2.2% |
| Q4 2018 | $7,383,000 | -29.9% | 253,542 | -14.2% | 5.73% | -21.6% |
| Q3 2018 | $10,531,000 | +0.0% | 295,397 | +1.3% | 7.30% | -5.6% |
| Q2 2018 | $10,527,000 | +2.0% | 291,736 | +3.3% | 7.73% | -3.2% |
| Q1 2018 | $10,319,000 | +1.2% | 282,390 | +1.5% | 7.99% | +1.1% |
| Q4 2017 | $10,198,000 | – | 278,202 | – | 7.90% | – |
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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% |