SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,886,518 | -5.4% | 151,520 | -0.9% | 4.50% | -1.6% |
| Q2 2023 | $5,165,019 | -2.5% | 152,947 | -2.7% | 4.57% | -5.6% |
| Q1 2023 | $5,299,849 | +5.7% | 157,219 | -1.3% | 4.84% | -0.3% |
| Q4 2022 | $5,012,886 | +15.9% | 159,291 | +2.1% | 4.86% | +7.8% |
| Q3 2022 | $4,327,000 | -7.6% | 155,945 | +4.0% | 4.50% | -0.1% |
| Q2 2022 | $4,683,000 | -17.7% | 149,962 | +0.0% | 4.51% | -4.7% |
| Q1 2022 | $5,692,000 | -9.6% | 149,918 | -2.5% | 4.73% | +4.6% |
| Q4 2021 | $6,297,000 | -1.3% | 153,840 | +0.2% | 4.52% | -3.1% |
| Q3 2021 | $6,377,000 | +2.0% | 153,584 | +2.2% | 4.67% | +3.4% |
| Q2 2021 | $6,254,000 | +3.4% | 150,343 | -2.1% | 4.51% | 0.0% |
| Q1 2021 | $6,051,000 | +7.8% | 153,495 | +2.9% | 4.51% | -8.3% |
| Q4 2020 | $5,614,000 | +15.2% | 149,100 | -0.5% | 4.92% | -2.9% |
| Q3 2020 | $4,873,000 | +11.9% | 149,786 | +1.7% | 5.07% | +4.5% |
| Q2 2020 | $4,355,000 | +764.1% | 147,293 | +613.7% | 4.85% | +627.0% |
| Q1 2020 | $504,000 | -94.4% | 20,637 | -92.1% | 0.67% | -92.4% |
| Q4 2019 | $9,025,000 | – | 260,466 | – | 8.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 235,219 | $8,484,000 | 10.24% |
| Mokosak Advisory Group, LLC | 291,736 | $10,527,000 | 7.73% |
| Northwest Capital Management Inc | 147,217 | $5,310,000 | 6.60% |
| Relaxing Retirement Coach | 496,553 | $17,912,000 | 5.53% |
| MCIA Inc | 130,855 | $4,720,000 | 4.61% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,000,158 | $72,745,000 | 4.48% |
| Peak Financial Management, Inc. | 203,014 | $7,323,000 | 3.38% |
| MATHER GROUP, LLC. | 955,651 | $34,470,000 | 3.36% |
| McAdam, LLC | 190,848 | $6,884,000 | 2.80% |
| Courage Miller Partners, LLC | 128,511 | $4,635,000 | 2.75% |