SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $111,000 | -17.8% | 3,758 | -32.1% | 0.04% | -34.9% |
| Q1 2020 | $135,000 | -98.2% | 5,534 | -97.4% | 0.06% | -97.8% |
| Q4 2019 | $7,308,000 | +8.4% | 210,913 | -0.5% | 2.91% | -8.8% |
| Q3 2019 | $6,739,000 | -3.1% | 211,923 | -0.5% | 3.19% | -0.8% |
| Q2 2019 | $6,954,000 | -1.0% | 213,065 | -2.2% | 3.22% | -1.4% |
| Q1 2019 | $7,027,000 | -0.0% | 217,905 | -9.8% | 3.26% | -5.9% |
| Q4 2018 | $7,029,000 | +351350.0% | 241,537 | +383292.1% | 3.47% | +346500.0% |
| Q3 2018 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | -88.9% | 63 | -87.4% | 0.00% | -88.9% |
| Q4 2017 | $18,000 | +5.9% | 499 | +2.9% | 0.01% | 0.0% |
| Q3 2017 | $17,000 | +6.2% | 485 | +2.8% | 0.01% | +12.5% |
| Q2 2017 | $16,000 | – | 472 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |