SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,254,339 | -4.4% | 193,933 | +0.1% | 1.96% | +1.7% |
| Q2 2023 | $6,540,337 | -6.7% | 193,673 | -6.8% | 1.93% | -11.5% |
| Q1 2023 | $7,006,758 | -23.1% | 207,854 | -28.2% | 2.18% | -24.9% |
| Q4 2022 | $9,113,962 | +142.9% | 289,608 | +114.2% | 2.90% | +117.4% |
| Q3 2022 | $3,752,742 | -17.7% | 135,234 | -7.4% | 1.33% | -14.1% |
| Q2 2022 | $4,561,298 | +247.2% | 146,055 | +322.1% | 1.55% | +278.8% |
| Q1 2022 | $1,313,800 | -54.2% | 34,601 | -50.6% | 0.41% | -54.2% |
| Q4 2021 | $2,869,520 | +162.6% | 70,108 | +166.3% | 0.90% | +133.1% |
| Q3 2021 | $1,092,931 | +1.9% | 26,323 | +2.1% | 0.38% | -2.5% |
| Q2 2021 | $1,072,698 | +11.4% | 25,786 | +5.6% | 0.39% | +1.8% |
| Q1 2021 | $962,755 | +4.7% | 24,423 | 0.0% | 0.39% | -5.4% |
| Q4 2020 | $919,526 | +27.1% | 24,423 | +9.8% | 0.41% | +10.5% |
| Q3 2020 | $723,630 | +0.5% | 22,245 | -8.7% | 0.37% | -5.1% |
| Q2 2020 | $720,384 | -35.6% | 24,362 | -46.9% | 0.39% | -45.1% |
| Q1 2020 | $1,118,886 | -46.0% | 45,856 | -23.3% | 0.71% | -37.1% |
| Q4 2019 | $2,072,867 | +7.7% | 59,823 | -1.2% | 1.13% | -1.9% |
| Q3 2019 | $1,924,631 | -2.6% | 60,523 | 0.0% | 1.15% | -6.7% |
| Q2 2019 | $1,975,471 | +0.5% | 60,523 | -0.7% | 1.23% | -10.4% |
| Q1 2019 | $1,965,154 | -37.4% | 60,935 | -43.5% | 1.38% | -43.2% |
| Q4 2018 | $3,140,501 | +1465.6% | 107,921 | +1818.6% | 2.42% | +1581.9% |
| Q3 2018 | $200,588 | -1.1% | 5,625 | 0.0% | 0.14% | -5.3% |
| Q2 2018 | $202,894 | -12.8% | 5,625 | -11.7% | 0.15% | -12.1% |
| Q1 2018 | $232,569 | -0.3% | 6,370 | 0.0% | 0.17% | 0.0% |
| Q4 2017 | $233,333 | -2.8% | 6,370 | -5.0% | 0.17% | -4.4% |
| Q3 2017 | $240,173 | +6.5% | 6,705 | 0.0% | 0.18% | +1.1% |
| Q2 2017 | $225,489 | +7.3% | 6,705 | 0.0% | 0.18% | +6.5% |
| Q1 2017 | $210,068 | -7.1% | 6,705 | -13.7% | 0.17% | -20.4% |
| Q4 2016 | $226,107 | – | 7,770 | – | 0.21% | – |
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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% |