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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Capital Management Inc | 149,740 | $4,358,000 | 6.12% |
| Apollon Wealth Management, LLC | 204,046 | $6,448,000 | 5.94% |
| Mokosak Advisory Group, LLC | 253,542 | $7,383,000 | 5.73% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 196,173 | $5,709,000 | 4.52% |
| Relaxing Retirement Coach | 421,563 | $12,268,000 | 4.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,906,984 | $59,174,000 | 3.74% |
| VALENTINE VENTURES LLC | 102,680 | $2,988,000 | 3.73% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 241,537 | $7,029,000 | 3.47% |
| McAdam, LLC | 268,927 | $7,826,000 | 3.09% |
| Peak Financial Management, Inc. | 199,095 | $5,794,000 | 2.85% |