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 | $234,000 | +8.8% | 6,767 | +0.3% | 0.03% | 0.0% |
| Q3 2019 | $215,000 | 0.0% | 6,746 | +2.4% | 0.03% | 0.0% |
| Q2 2019 | $215,000 | -14.3% | 6,587 | -15.4% | 0.03% | -17.1% |
| Q1 2019 | $251,000 | +5.9% | 7,787 | +17.1% | 0.04% | +12.9% |
| Q3 2018 | $237,000 | -8.5% | 6,652 | -7.4% | 0.03% | +55.0% |
| Q2 2018 | $259,000 | -0.4% | 7,182 | +1.0% | 0.02% | -47.4% |
| Q1 2018 | $260,000 | -11.9% | 7,112 | -11.5% | 0.04% | -9.5% |
| Q4 2017 | $295,000 | +28.8% | 8,034 | +26.1% | 0.04% | +27.3% |
| Q3 2017 | $229,000 | +14.5% | 6,369 | +7.0% | 0.03% | +10.0% |
| Q2 2017 | $200,000 | – | 5,954 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |