SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,375 | -4.5% | 6,430 | 0.0% | 0.05% | -3.8% |
| Q2 2023 | $217,149 | -2.5% | 6,430 | -2.6% | 0.05% | -7.1% |
| Q1 2023 | $222,666 | +9.7% | 6,605 | +2.5% | 0.06% | +1.8% |
| Q4 2022 | $202,898 | -15.1% | 6,447 | +2.5% | 0.06% | -9.8% |
| Q1 2022 | $239,000 | -11.5% | 6,289 | -4.6% | 0.06% | -9.0% |
| Q4 2021 | $270,000 | +1.1% | 6,590 | +2.4% | 0.07% | -6.9% |
| Q3 2021 | $267,000 | -0.4% | 6,433 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $268,000 | +6.3% | 6,433 | +0.5% | 0.07% | -5.2% |
| Q1 2021 | $252,000 | +4.6% | 6,402 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $241,000 | -42.3% | 6,402 | -46.9% | 0.08% | -49.7% |
| Q4 2019 | $418,000 | +12.1% | 12,062 | +2.8% | 0.15% | +2.0% |
| Q3 2019 | $373,000 | -2.1% | 11,732 | +0.5% | 0.15% | -5.7% |
| Q2 2019 | $381,000 | -3.8% | 11,673 | -5.0% | 0.16% | -12.6% |
| Q1 2019 | $396,000 | +10.6% | 12,293 | 0.0% | 0.18% | -7.6% |
| Q4 2018 | $358,000 | -16.4% | 12,293 | +2.5% | 0.20% | -9.6% |
| Q3 2018 | $428,000 | -1.2% | 11,995 | 0.0% | 0.22% | -8.4% |
| Q2 2018 | $433,000 | -1.1% | 11,995 | 0.0% | 0.24% | -5.2% |
| Q1 2018 | $438,000 | -0.2% | 11,995 | 0.0% | 0.25% | -0.4% |
| Q4 2017 | $439,000 | – | 11,995 | – | 0.25% | – |
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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% |