SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,377 | -6.2% | 18,616 | -1.8% | 0.07% | -4.3% |
| Q2 2023 | $640,085 | +12.9% | 18,954 | +12.7% | 0.07% | +7.7% |
| Q1 2023 | $567,111 | +9.1% | 16,823 | +1.9% | 0.06% | -4.4% |
| Q4 2022 | $519,696 | +15.0% | 16,514 | +1.5% | 0.07% | +4.6% |
| Q3 2022 | $452,000 | -6.8% | 16,277 | +4.9% | 0.06% | -3.0% |
| Q2 2022 | $485,000 | -20.8% | 15,514 | +3.8% | 0.07% | 0.0% |
| Q4 2021 | $612,000 | +12.3% | 14,941 | +13.8% | 0.07% | -10.7% |
| Q3 2021 | $545,000 | -55.4% | 13,124 | -64.7% | 0.08% | -77.1% |
| Q2 2019 | $1,221,000 | -19.5% | 37,230 | -12.5% | 0.33% | -37.4% |
| Q3 2018 | $1,517,000 | +31.8% | 42,544 | +35.3% | 0.52% | +20.2% |
| Q4 2017 | $1,151,000 | +42.3% | 31,446 | +39.2% | 0.44% | +38.9% |
| Q3 2017 | $809,000 | – | 22,593 | – | 0.31% | – |
Download | ||||||
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% |