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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $455,000 | +2.2% | 13,175 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $445,000 | +12.1% | 13,983 | +14.5% | 0.00% | 0.0% |
| Q2 2019 | $397,000 | -32.4% | 12,217 | -33.1% | 0.00% | -25.0% |
| Q1 2019 | $587,000 | -65.7% | 18,261 | -68.9% | 0.00% | -73.3% |
| Q4 2018 | $1,711,000 | -18.1% | 58,803 | +0.4% | 0.02% | -11.8% |
| Q3 2018 | $2,090,000 | -81.0% | 58,584 | -80.5% | 0.02% | -83.3% |
| Q2 2018 | $10,991,000 | 0.0% | 301,121 | 0.0% | 0.10% | 0.0% |
| Q1 2018 | $10,991,000 | +76.5% | 301,121 | +77.2% | 0.10% | +72.9% |
| Q4 2017 | $6,227,000 | +47.7% | 169,974 | +44.5% | 0.06% | +28.3% |
| Q3 2017 | $4,216,000 | +1324.3% | 117,641 | +1232.6% | 0.05% | +1433.3% |
| Q2 2017 | $296,000 | +75.1% | 8,828 | +63.4% | 0.00% | +50.0% |
| Q1 2017 | $169,000 | +26.1% | 5,403 | +17.2% | 0.00% | 0.0% |
| Q4 2016 | $134,000 | +22.9% | 4,612 | +30.1% | 0.00% | 0.0% |
| Q3 2016 | $109,000 | -89.1% | 3,545 | -89.8% | 0.00% | -87.5% |
| Q2 2016 | $996,000 | +7.0% | 34,648 | +7.7% | 0.02% | 0.0% |
| Q1 2016 | $931,000 | +5.6% | 32,181 | +5.1% | 0.02% | 0.0% |
| Q4 2015 | $882,000 | -1.0% | 30,610 | -2.0% | 0.02% | -11.1% |
| Q3 2015 | $891,000 | +36.0% | 31,235 | +49.2% | 0.02% | +50.0% |
| Q2 2015 | $655,000 | +400.0% | 20,930 | +383.6% | 0.01% | +300.0% |
| Q1 2015 | $131,000 | – | 4,328 | – | 0.00% | – |
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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% |