SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $221,000 | -49.9% | 6,964 | -48.5% | 0.03% | -60.0% |
| Q2 2019 | $441,000 | -3.7% | 13,514 | -4.9% | 0.07% | -5.4% |
| Q1 2019 | $458,000 | +0.7% | 14,209 | -9.0% | 0.07% | -7.5% |
| Q4 2018 | $455,000 | -22.0% | 15,619 | -4.5% | 0.08% | -12.1% |
| Q3 2018 | $583,000 | +2.3% | 16,359 | +3.4% | 0.09% | 0.0% |
| Q2 2018 | $570,000 | +0.5% | 15,816 | +1.8% | 0.09% | -7.1% |
| Q1 2018 | $567,000 | +36.0% | 15,534 | +36.3% | 0.10% | +40.0% |
| Q4 2017 | $417,000 | – | 11,397 | – | 0.07% | – |
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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% |