SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. 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 ↓ |
|---|---|---|---|
| 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% |