SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $293,000 | +1.4% | 7,068 | +1.9% | 0.01% | -8.3% |
| Q2 2021 | $289,000 | -82.4% | 6,936 | -87.7% | 0.01% | -92.7% |
| Q4 2018 | $1,645,000 | +84.6% | 56,514 | +82.9% | 0.16% | +9.3% |
| Q4 2015 | $891,000 | -10.0% | 30,903 | -10.9% | 0.15% | -19.4% |
| Q3 2015 | $990,000 | -34.5% | 34,688 | -28.1% | 0.19% | -38.2% |
| Q2 2015 | $1,511,000 | -25.9% | 48,274 | -28.6% | 0.30% | -33.7% |
| Q1 2015 | $2,040,000 | -6.2% | 67,641 | -10.2% | 0.45% | -3.6% |
| Q4 2014 | $2,174,000 | +24.5% | 75,365 | +35.2% | 0.47% | +26.3% |
| Q3 2014 | $1,746,000 | – | 55,725 | – | 0.37% | – |
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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% |