SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,688 | +1.4% | 14,626 | +6.2% | 0.23% | +6.1% |
| Q2 2023 | $465,181 | +0.4% | 13,775 | +0.2% | 0.21% | -2.7% |
| Q1 2023 | $463,485 | -33.2% | 13,749 | -37.6% | 0.22% | -36.0% |
| Q4 2022 | $693,447 | +89.5% | 22,035 | +67.1% | 0.34% | +91.1% |
| Q3 2022 | $366,000 | +36.1% | 13,185 | +53.2% | 0.18% | +39.5% |
| Q2 2022 | $269,000 | -7.2% | 8,606 | -27.6% | 0.13% | -40.6% |
| Q1 2020 | $290,000 | -15.9% | 11,891 | +19.5% | 0.22% | -22.2% |
| Q4 2019 | $345,000 | +10.9% | 9,951 | +1.7% | 0.28% | +18.7% |
| Q3 2019 | $311,000 | -1.9% | 9,782 | +0.8% | 0.24% | -4.1% |
| Q2 2019 | $317,000 | +1.3% | 9,703 | 0.0% | 0.24% | -3.2% |
| Q1 2019 | $313,000 | +3.3% | 9,703 | -6.9% | 0.25% | -26.2% |
| Q4 2018 | $303,000 | – | 10,423 | – | 0.34% | – |
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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% |