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 | $1,986,863 | -4.7% | 61,608 | -0.2% | 0.20% | -2.4% |
| Q2 2023 | $2,085,635 | +0.2% | 61,760 | 0.0% | 0.21% | -4.1% |
| Q1 2023 | $2,081,930 | +6.2% | 61,760 | -0.8% | 0.22% | -3.5% |
| Q4 2022 | $1,959,857 | +13.4% | 62,277 | 0.0% | 0.23% | -2.6% |
| Q3 2022 | $1,728,000 | -11.2% | 62,277 | 0.0% | 0.23% | -8.3% |
| Q2 2022 | $1,945,000 | -17.8% | 62,277 | 0.0% | 0.25% | -15.1% |
| Q1 2022 | $2,365,000 | -7.2% | 62,277 | 0.0% | 0.30% | -4.8% |
| Q4 2021 | $2,549,000 | -1.4% | 62,277 | 0.0% | 0.31% | -9.0% |
| Q3 2021 | $2,586,000 | -0.2% | 62,277 | 0.0% | 0.34% | +1.2% |
| Q2 2021 | $2,591,000 | +5.5% | 62,277 | 0.0% | 0.34% | -2.3% |
| Q1 2021 | $2,455,000 | +4.2% | 62,277 | -0.5% | 0.35% | -0.9% |
| Q4 2020 | $2,356,000 | +9.5% | 62,582 | -5.4% | 0.35% | -2.8% |
| Q3 2020 | $2,151,000 | +9.6% | 66,134 | -0.3% | 0.36% | +3.4% |
| Q2 2020 | $1,962,000 | +14.9% | 66,363 | -5.1% | 0.35% | -6.9% |
| Q1 2020 | $1,707,000 | +357.6% | 69,958 | +497.1% | 0.38% | +358.5% |
| Q4 2019 | $373,000 | 0.0% | 11,716 | 0.0% | 0.08% | -2.4% |
| Q3 2019 | $373,000 | -5.3% | 11,716 | -3.0% | 0.08% | -4.5% |
| Q2 2019 | $394,000 | -10.3% | 12,074 | -11.2% | 0.09% | -25.4% |
| Q1 2019 | $439,000 | +6.0% | 13,599 | -4.9% | 0.12% | -17.5% |
| Q4 2018 | $414,000 | – | 14,306 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |