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 | ||||
---|---|---|---|---|---|---|
Q2 2019 | $36,000 | -29.4% | 1,096 | -22.9% | 0.01% | -46.2% |
Q2 2018 | $51,000 | -1.9% | 1,422 | 0.0% | 0.03% | -3.7% |
Q1 2018 | $52,000 | -16.1% | 1,422 | -34.0% | 0.03% | -32.5% |
Q4 2015 | $62,000 | -18.4% | 2,154 | -23.9% | 0.04% | -25.9% |
Q3 2015 | $76,000 | -41.5% | 2,829 | -32.4% | 0.05% | -38.6% |
Q2 2015 | $130,000 | -22.6% | 4,184 | -18.1% | 0.09% | -36.7% |
Q1 2014 | $168,000 | +12.0% | 5,107 | +8.3% | 0.14% | +3.7% |
Q4 2013 | $150,000 | – | 4,716 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |