SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 230 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,988,000 | -12.3% | 102,680 | -12.3% | 3.73% | -7.3% |
| Q4 2016 | $3,409,000 | -6.1% | 117,135 | -0.4% | 4.02% | -3.0% |
| Q3 2016 | $3,630,000 | +3.3% | 117,556 | -3.7% | 4.15% | +2.9% |
| Q2 2016 | $3,515,000 | -2.8% | 122,080 | -2.3% | 4.04% | -5.5% |
| Q1 2016 | $3,616,000 | +1.5% | 124,894 | +1.1% | 4.27% | +5.0% |
| Q4 2015 | $3,561,000 | -7.0% | 123,526 | -7.9% | 4.07% | -5.5% |
| Q3 2015 | $3,827,000 | -10.0% | 134,089 | -1.3% | 4.30% | +1.2% |
| Q2 2015 | $4,250,000 | +3.6% | 135,792 | -0.2% | 4.25% | +4.1% |
| Q1 2015 | $4,102,000 | +5.4% | 136,011 | +0.8% | 4.09% | +4.6% |
| Q4 2014 | $3,892,000 | – | 134,915 | – | 3.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |