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 2023 | $965 | -18.4% | 28,581 | -18.6% | 0.00% | -50.0% |
Q1 2023 | $1,183 | +54.0% | 35,100 | +43.9% | 0.00% | +100.0% |
Q4 2022 | $768 | -99.9% | 24,400 | +0.8% | 0.00% | 0.0% |
Q3 2022 | $672,000 | -35.4% | 24,200 | -27.3% | 0.00% | 0.0% |
Q2 2022 | $1,040,000 | +34.9% | 33,300 | +76.8% | 0.00% | 0.0% |
Q4 2021 | $771,000 | -59.8% | 18,837 | -59.2% | 0.00% | -50.0% |
Q3 2021 | $1,918,000 | -11.5% | 46,200 | -11.3% | 0.00% | -33.3% |
Q2 2021 | $2,167,000 | -34.5% | 52,100 | -37.9% | 0.00% | -25.0% |
Q1 2021 | $3,307,000 | +151.7% | 83,900 | +140.4% | 0.00% | +300.0% |
Q4 2020 | $1,314,000 | +251.3% | 34,900 | +203.5% | 0.00% | – |
Q3 2020 | $374,000 | +13.7% | 11,500 | -14.8% | 0.00% | – |
Q1 2020 | $329,000 | -66.1% | 13,500 | -59.5% | 0.00% | -100.0% |
Q4 2018 | $970,000 | +261.9% | 33,350 | +354.7% | 0.00% | – |
Q2 2018 | $268,000 | 0.0% | 7,334 | 0.0% | 0.00% | – |
Q1 2018 | $268,000 | -53.1% | 7,334 | -53.0% | 0.00% | -100.0% |
Q4 2017 | $572,000 | – | 15,617 | – | 0.00% | – |
Download |
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% |