SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2014 | $660,000 | -8.6% | 21,060 | -0.1% | 0.04% | -9.5% |
Q2 2014 | $722,000 | +12.3% | 21,085 | +8.2% | 0.04% | +7.7% |
Q1 2014 | $643,000 | +4.6% | 19,485 | +1.2% | 0.04% | +2.6% |
Q4 2013 | $615,000 | +5.1% | 19,260 | +1.6% | 0.04% | -7.3% |
Q3 2013 | $585,000 | +18.9% | 18,950 | +3.9% | 0.04% | +13.9% |
Q2 2013 | $492,000 | – | 18,230 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |