SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $10,906 | -11.1% | 393 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $12,273 | -17.8% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,922 | -7.2% | 393 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,085 | -0.9% | 393 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $16,234 | +11.2% | 391 | +11.4% | 0.00% | 0.0% |
| Q2 2021 | $14,602 | +25.1% | 351 | +18.6% | 0.00% | 0.0% |
| Q1 2021 | $11,668 | +260.3% | 296 | +244.2% | 0.00% | – |
| Q4 2020 | $3,238 | -66.4% | 86 | -70.9% | 0.00% | -100.0% |
| Q3 2020 | $9,629 | +24.8% | 296 | +13.4% | 0.00% | 0.0% |
| Q2 2020 | $7,718 | -83.9% | 261 | -86.7% | 0.00% | -75.0% |
| Q1 2020 | $47,848 | -22.9% | 1,961 | +9.5% | 0.00% | 0.0% |
| Q4 2019 | $62,058 | +9.0% | 1,791 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $56,954 | -18.2% | 1,791 | -16.0% | 0.01% | -16.7% |
| Q2 2019 | $69,588 | +22.6% | 2,132 | +21.1% | 0.01% | +20.0% |
| Q1 2019 | $56,760 | +25.8% | 1,760 | +13.5% | 0.01% | -16.7% |
| Q4 2018 | $45,105 | -28.1% | 1,550 | -11.9% | 0.01% | -14.3% |
| Q3 2018 | $62,762 | -1.1% | 1,760 | 0.0% | 0.01% | -22.2% |
| Q2 2018 | $63,483 | -1.2% | 1,760 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $64,258 | -20.6% | 1,760 | -20.4% | 0.01% | -23.1% |
| Q4 2017 | $80,952 | – | 2,210 | – | 0.01% | – |
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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% |