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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,332,048 | -4.2% | 41,304 | +0.3% | 0.61% | -1.8% |
| Q2 2023 | $1,390,372 | +1.0% | 41,172 | +0.8% | 0.62% | -6.2% |
| Q1 2023 | $1,376,755 | +3.9% | 40,841 | -3.0% | 0.66% | -4.8% |
| Q4 2022 | $1,325,300 | +27.2% | 42,113 | +12.1% | 0.69% | +17.2% |
| Q3 2022 | $1,042,000 | -1.2% | 37,567 | +11.2% | 0.59% | +2.4% |
| Q2 2022 | $1,055,000 | -16.4% | 33,781 | +1.6% | 0.58% | -8.5% |
| Q1 2022 | $1,262,000 | -0.5% | 33,244 | +7.3% | 0.63% | +5.2% |
| Q4 2021 | $1,268,000 | -2.0% | 30,979 | -0.6% | 0.60% | -9.6% |
| Q3 2021 | $1,294,000 | -0.3% | 31,154 | -0.2% | 0.66% | -1.3% |
| Q2 2021 | $1,298,000 | +5.5% | 31,210 | +0.0% | 0.67% | -2.2% |
| Q1 2021 | $1,230,000 | +4.0% | 31,209 | -0.7% | 0.69% | -3.4% |
| Q4 2020 | $1,183,000 | +14.6% | 31,422 | -0.9% | 0.71% | -3.3% |
| Q3 2020 | $1,032,000 | +9.9% | 31,719 | -0.1% | 0.74% | 0.0% |
| Q2 2020 | $939,000 | +66.5% | 31,744 | +37.4% | 0.74% | +35.7% |
| Q1 2020 | $564,000 | -58.3% | 23,109 | -40.7% | 0.54% | -48.9% |
| Q4 2019 | $1,351,000 | +5.7% | 38,982 | -3.0% | 1.06% | -1.8% |
| Q3 2019 | $1,278,000 | -2.6% | 40,197 | 0.0% | 1.08% | -3.0% |
| Q2 2019 | $1,312,000 | +1.2% | 40,197 | -0.0% | 1.12% | -4.5% |
| Q1 2019 | $1,297,000 | +17.3% | 40,202 | +5.8% | 1.17% | +4.0% |
| Q4 2018 | $1,106,000 | – | 38,007 | – | 1.12% | – |
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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% |