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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | -7.4% | 5,623 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $230,000 | -1.3% | 5,623 | 0.0% | 0.02% | -7.4% |
| Q3 2021 | $233,000 | 0.0% | 5,623 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $233,000 | +5.4% | 5,623 | 0.0% | 0.03% | -18.2% |
| Q1 2021 | $221,000 | +4.7% | 5,623 | 0.0% | 0.03% | +3.1% |
| Q4 2020 | $211,000 | -95.3% | 5,623 | -95.9% | 0.03% | -96.4% |
| Q2 2019 | $4,483,000 | +2.0% | 137,353 | +0.8% | 0.90% | -2.2% |
| Q1 2019 | $4,396,000 | +19.0% | 136,320 | +10.1% | 0.92% | +10.4% |
| Q4 2018 | $3,695,000 | – | 123,785 | – | 0.83% | – |
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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% |