SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 252 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,492,842 | +0.4% | 98,169 | +1.0% | 0.27% | -0.7% |
Q1 2024 | $3,480,032 | -0.7% | 97,208 | -3.3% | 0.28% | -8.0% |
Q4 2023 | $3,505,830 | +10.4% | 100,482 | +2.1% | 0.30% | +2.7% |
Q3 2023 | $3,174,927 | -28.4% | 98,447 | -25.0% | 0.29% | -22.2% |
Q2 2023 | $4,432,374 | +1.8% | 131,252 | +1.6% | 0.37% | -2.3% |
Q1 2023 | $4,355,626 | -5.3% | 129,209 | -3.0% | 0.38% | -4.0% |
Q4 2022 | $4,599,084 | +20.4% | 133,268 | -3.2% | 0.40% | +1.3% |
Q3 2022 | $3,820,000 | -2.4% | 137,682 | +9.8% | 0.39% | +3.1% |
Q2 2022 | $3,914,000 | -16.5% | 125,354 | +1.5% | 0.38% | -5.9% |
Q1 2022 | $4,688,000 | -1.5% | 123,488 | +6.2% | 0.41% | +0.7% |
Q4 2021 | $4,758,000 | +3.1% | 116,257 | +4.6% | 0.40% | -3.4% |
Q3 2021 | $4,614,000 | -0.3% | 111,146 | -0.1% | 0.42% | -2.8% |
Q2 2021 | $4,629,000 | +7.2% | 111,291 | +1.6% | 0.43% | +0.5% |
Q1 2021 | $4,317,000 | +419.5% | 109,526 | +396.2% | 0.43% | +238.9% |
Q4 2020 | $831,000 | -75.4% | 22,073 | -78.8% | 0.13% | -68.7% |
Q3 2020 | $3,380,000 | -99.9% | 103,926 | -1.0% | 0.40% | +2.8% |
Q2 2020 | $3,102,589,000 | +119047.0% | 104,923 | -1.7% | 0.39% | -1.0% |
Q1 2020 | $2,604,000 | -24.2% | 106,754 | +7.7% | 0.40% | -10.8% |
Q4 2019 | $3,434,000 | +7.6% | 99,106 | -2.3% | 0.44% | +0.7% |
Q3 2019 | $3,191,000 | +2.5% | 101,445 | +6.3% | 0.44% | +1.1% |
Q2 2019 | $3,113,000 | +2.9% | 95,388 | +1.7% | 0.44% | -2.0% |
Q1 2019 | $3,026,000 | – | 93,831 | – | 0.44% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |