SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 262 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $736 | +100.5% | 20,572 | +95.4% | 0.24% | +74.8% |
| Q4 2023 | $367 | -3.9% | 10,530 | -11.1% | 0.14% | -15.1% |
| Q3 2023 | $382 | -25.2% | 11,851 | -21.8% | 0.16% | -31.2% |
| Q1 2023 | $511 | +13.3% | 15,164 | +5.8% | 0.23% | +22.2% |
| Q4 2022 | $451 | -99.9% | 14,326 | -3.7% | 0.19% | -2.6% |
| Q3 2022 | $413,000 | -13.2% | 14,881 | -2.4% | 0.19% | -8.1% |
| Q2 2022 | $476,000 | -22.0% | 15,243 | -5.1% | 0.21% | -16.6% |
| Q1 2022 | $610,000 | -26.7% | 16,055 | -21.0% | 0.25% | -15.4% |
| Q4 2021 | $832,000 | +22.7% | 20,316 | +24.4% | 0.30% | +3.8% |
| Q3 2021 | $678,000 | -6.9% | 16,336 | -6.7% | 0.29% | -25.6% |
| Q2 2021 | $728,000 | -0.4% | 17,502 | -5.6% | 0.39% | +11.5% |
| Q1 2021 | $731,000 | +5.9% | 18,534 | +1.2% | 0.35% | -3.1% |
| Q4 2020 | $690,000 | +9.9% | 18,320 | -5.2% | 0.36% | +0.8% |
| Q3 2020 | $628,000 | +7.7% | 19,318 | -1.9% | 0.36% | +1.7% |
| Q2 2020 | $583,000 | +19.7% | 19,702 | -1.2% | 0.35% | +2.3% |
| Q1 2020 | $487,000 | -25.1% | 19,945 | +6.4% | 0.34% | -21.2% |
| Q4 2019 | $650,000 | – | 18,747 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |