SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 230 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $711,000 | +8.9% | 20,529 | 0.0% | 0.07% | -1.4% |
| Q3 2019 | $653,000 | +9.0% | 20,529 | +11.9% | 0.07% | +12.7% |
| Q2 2019 | $599,000 | +1.2% | 18,350 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $592,000 | +10.9% | 18,350 | 0.0% | 0.06% | -4.6% |
| Q4 2018 | $534,000 | -18.3% | 18,350 | 0.0% | 0.06% | -9.7% |
| Q3 2018 | $654,000 | -1.2% | 18,350 | 0.0% | 0.07% | +9.1% |
| Q2 2018 | $662,000 | -1.2% | 18,350 | 0.0% | 0.07% | -12.0% |
| Q1 2018 | $670,000 | -0.3% | 18,350 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $672,000 | – | 18,350 | – | 0.08% | – |
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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% |