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 2019 | $324,000 | -2.7% | 10,200 | 0.0% | 0.03% | -35.8% |
| Q2 2019 | $333,000 | -6.2% | 10,200 | -7.3% | 0.05% | -7.0% |
| Q1 2019 | $355,000 | +16.4% | 11,000 | +4.8% | 0.06% | -3.4% |
| Q4 2018 | $305,000 | -15.7% | 10,500 | +3.3% | 0.06% | 0.0% |
| Q3 2018 | $362,000 | -33.8% | 10,165 | -33.0% | 0.06% | -37.9% |
| Q2 2018 | $547,000 | -1.3% | 15,165 | 0.0% | 0.10% | +2.2% |
| Q1 2018 | $554,000 | +38.2% | 15,165 | +38.5% | 0.09% | +36.8% |
| Q4 2017 | $401,000 | -56.0% | 10,950 | -57.0% | 0.07% | -57.0% |
| Q3 2017 | $912,000 | – | 25,450 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,212,265 | $37,847,000 | 4.02% |
| Brouwer & Janachowski, LLC | 564,908 | $17,699,000 | 3.86% |
| Peak Financial Management, Inc. | 258,386 | $8,095,000 | 3.27% |
| Moisand Fitzgerald Tamayo, LLC | 131,240 | $4,112,000 | 2.90% |
| Courage Miller Partners, LLC | 128,979 | $4,041,000 | 2.79% |
| Kohmann Bosshard Financial Services, LLC | 99,007 | $3,102,000 | 2.64% |
| Charles Schwab Investment Advisory, Inc. | 13,310,022 | $417,003,000 | 2.35% |
| McAdam, LLC | 75,801 | $2,375,000 | 2.23% |
| Retirement Planning Group, LLC | 186,864 | $5,854,000 | 1.78% |
| FINANCIAL CONSULATE, INC | 87,546 | $2,743,000 | 1.75% |