SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 104 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512 | -0.6% | 15,891 | +4.3% | 0.08% | +5.2% |
| Q2 2023 | $515 | -9.3% | 15,239 | -9.5% | 0.08% | -13.5% |
| Q1 2023 | $568 | +7.4% | 16,839 | +0.2% | 0.09% | +1.1% |
| Q4 2022 | $529 | -99.9% | 16,809 | +4.7% | 0.09% | +6.0% |
| Q3 2022 | $445,000 | -4.7% | 16,048 | +7.2% | 0.08% | -1.2% |
| Q2 2022 | $467,000 | -17.5% | 14,968 | +0.3% | 0.08% | -16.8% |
| Q1 2022 | $566,000 | -4.6% | 14,917 | +2.9% | 0.10% | -10.6% |
| Q4 2021 | $593,000 | +3.9% | 14,495 | +5.4% | 0.11% | -5.8% |
| Q3 2021 | $571,000 | +11.1% | 13,756 | +11.4% | 0.12% | +8.1% |
| Q2 2021 | $514,000 | +6.2% | 12,352 | +0.6% | 0.11% | -2.6% |
| Q1 2021 | $484,000 | +4.8% | 12,283 | +0.0% | 0.11% | +0.9% |
| Q4 2020 | $462,000 | +8.2% | 12,282 | -6.5% | 0.11% | -0.9% |
| Q3 2020 | $427,000 | +15.4% | 13,134 | +4.9% | 0.11% | +7.5% |
| Q2 2020 | $370,000 | +18.6% | 12,518 | -2.1% | 0.11% | +8.2% |
| Q1 2020 | $312,000 | -29.3% | 12,791 | +0.6% | 0.10% | -11.7% |
| Q4 2019 | $441,000 | +11.1% | 12,719 | +1.9% | 0.11% | +8.8% |
| Q3 2019 | $397,000 | -2.0% | 12,476 | +0.6% | 0.10% | -5.6% |
| Q2 2019 | $405,000 | +7.7% | 12,403 | +6.3% | 0.11% | +17.4% |
| Q1 2019 | $376,000 | +31.5% | 11,671 | +18.9% | 0.09% | +15.0% |
| Q4 2018 | $286,000 | -17.3% | 9,816 | +1.3% | 0.08% | -20.8% |
| Q3 2018 | $346,000 | +0.6% | 9,692 | +1.7% | 0.10% | -21.1% |
| Q2 2018 | $344,000 | -33.5% | 9,529 | -32.7% | 0.13% | -42.6% |
| Q1 2018 | $517,000 | +84.0% | 14,164 | +84.4% | 0.22% | +108.4% |
| Q4 2017 | $281,000 | +2.9% | 7,682 | +0.9% | 0.11% | -19.5% |
| Q3 2017 | $273,000 | +9.6% | 7,616 | +3.0% | 0.13% | -11.3% |
| Q2 2017 | $249,000 | +14.2% | 7,394 | +6.4% | 0.15% | +72.4% |
| Q1 2017 | $218,000 | -24.3% | 6,947 | -29.7% | 0.09% | -39.6% |
| Q4 2016 | $288,000 | – | 9,882 | – | 0.14% | – |
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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% |