SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 252 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $624,475 | -1.0% | 17,498 | -0.7% | 0.06% | -4.9% |
Q1 2024 | $630,917 | +0.9% | 17,624 | -1.7% | 0.06% | -6.2% |
Q4 2023 | $625,241 | +4.1% | 17,920 | -3.7% | 0.06% | -3.0% |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |