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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $901 | -4.8% | 25,326 | -4.1% | 0.00% | -50.0% |
Q1 2024 | $946 | -6.9% | 26,411 | -9.3% | 0.00% | 0.0% |
Q4 2023 | $1,016 | +2.2% | 29,111 | -5.5% | 0.00% | 0.0% |
Q3 2023 | $994 | +22.0% | 30,818 | +27.7% | 0.00% | 0.0% |
Q2 2023 | $815 | +21.5% | 24,136 | +21.1% | 0.00% | +100.0% |
Q1 2023 | $671 | +17.3% | 19,926 | +9.5% | 0.00% | 0.0% |
Q4 2022 | $572 | -99.9% | 18,193 | -2.5% | 0.00% | 0.0% |
Q3 2022 | $518,000 | +0.8% | 18,669 | +13.3% | 0.00% | 0.0% |
Q2 2022 | $514,000 | -29.4% | 16,477 | -14.1% | 0.00% | -50.0% |
Q1 2022 | $728,000 | -46.5% | 19,181 | -42.3% | 0.00% | -33.3% |
Q4 2021 | $1,361,000 | +2.4% | 33,252 | +3.8% | 0.00% | 0.0% |
Q3 2021 | $1,329,000 | +2.6% | 32,022 | +2.8% | 0.00% | 0.0% |
Q2 2021 | $1,295,000 | +5.8% | 31,139 | +0.3% | 0.00% | 0.0% |
Q1 2021 | $1,224,000 | +6.5% | 31,058 | +1.7% | 0.00% | 0.0% |
Q4 2020 | $1,149,000 | +12.9% | 30,538 | -2.5% | 0.00% | 0.0% |
Q3 2020 | $1,018,000 | +22.7% | 31,318 | +11.5% | 0.00% | 0.0% |
Q2 2020 | $830,000 | +27.5% | 28,088 | +5.2% | 0.00% | 0.0% |
Q1 2020 | $651,000 | -45.9% | 26,702 | -23.2% | 0.00% | -40.0% |
Q4 2019 | $1,204,000 | +42.8% | 34,748 | +31.0% | 0.01% | +25.0% |
Q3 2019 | $843,000 | -1.2% | 26,532 | +1.5% | 0.00% | 0.0% |
Q2 2019 | $853,000 | 0.0% | 26,151 | -1.2% | 0.00% | 0.0% |
Q1 2019 | $853,000 | +14.3% | 26,466 | +3.1% | 0.00% | 0.0% |
Q4 2018 | $746,000 | +11.8% | 25,666 | +37.1% | 0.00% | +33.3% |
Q3 2018 | $667,000 | – | 18,721 | – | 0.00% | – |
Download |
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% |