SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |