SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 78 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,919,361 | -26.5% | 55,012 | -32.0% | 0.00% | -100.0% |
| Q3 2023 | $2,610,186 | -21.2% | 80,936 | -27.7% | 0.00% | 0.0% |
| Q2 2020 | $3,311,000 | +262.3% | 111,963 | +269.4% | 0.00% | – |
| Q1 2015 | $914,000 | -49.4% | 30,306 | -51.6% | 0.00% | -100.0% |
| Q4 2014 | $1,807,000 | +115.1% | 62,647 | +133.7% | 0.00% | – |
| Q3 2014 | $840,000 | -11.8% | 26,811 | -3.4% | 0.00% | – |
| Q2 2014 | $952,000 | -9.8% | 27,769 | -13.2% | 0.00% | – |
| Q1 2014 | $1,056,000 | – | 31,995 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |