SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $312,000 | -15.0% | 9,598 | -22.7% | 0.03% | -13.2% |
| Q2 2020 | $367,000 | -49.4% | 12,411 | -58.3% | 0.04% | -56.8% |
| Q1 2020 | $726,000 | -52.9% | 29,773 | -33.1% | 0.09% | -32.3% |
| Q4 2019 | $1,542,000 | -1.2% | 44,490 | -9.3% | 0.13% | -40.4% |
| Q3 2019 | $1,560,000 | -68.9% | 49,066 | -68.1% | 0.22% | -70.3% |
| Q2 2019 | $5,024,000 | -15.6% | 153,916 | -16.7% | 0.73% | -7.7% |
| Q1 2019 | $5,956,000 | +7.0% | 184,669 | -3.4% | 0.80% | +5.3% |
| Q4 2018 | $5,564,000 | +841.5% | 191,216 | +1054.5% | 0.76% | +703.2% |
| Q3 2018 | $591,000 | -5.3% | 16,563 | -4.3% | 0.09% | -6.9% |
| Q2 2018 | $624,000 | -3.9% | 17,309 | -2.6% | 0.10% | -5.6% |
| Q1 2018 | $649,000 | -5.4% | 17,763 | -5.2% | 0.11% | -1.8% |
| Q4 2017 | $686,000 | +12.8% | 18,735 | +10.4% | 0.11% | +9.0% |
| Q3 2017 | $608,000 | +5.7% | 16,964 | -0.9% | 0.10% | +20.5% |
| Q2 2017 | $575,000 | +4.7% | 17,111 | -2.3% | 0.08% | +6.4% |
| Q1 2017 | $549,000 | +12.5% | 17,518 | +4.5% | 0.08% | +5.4% |
| Q4 2016 | $488,000 | +42.7% | 16,768 | +51.5% | 0.07% | +42.3% |
| Q3 2016 | $342,000 | -34.6% | 11,067 | -39.1% | 0.05% | -37.3% |
| Q2 2016 | $523,000 | -8.9% | 18,168 | -8.4% | 0.08% | -15.3% |
| Q1 2016 | $574,000 | +3.8% | 19,826 | +3.4% | 0.10% | +3.2% |
| Q4 2015 | $553,000 | +2.4% | 19,169 | +1.3% | 0.10% | 0.0% |
| Q3 2015 | $540,000 | -3.2% | 18,925 | +6.2% | 0.10% | +2.2% |
| Q2 2015 | $558,000 | +11.4% | 17,813 | +7.2% | 0.09% | +12.0% |
| Q1 2015 | $501,000 | +9.2% | 16,614 | +4.4% | 0.08% | +10.7% |
| Q4 2014 | $459,000 | +15.3% | 15,920 | +25.4% | 0.08% | +11.9% |
| Q3 2014 | $398,000 | -7.2% | 12,692 | +1.4% | 0.07% | -5.6% |
| Q2 2014 | $429,000 | +3.6% | 12,519 | -0.1% | 0.07% | -1.4% |
| Q1 2014 | $414,000 | +10.1% | 12,535 | +6.5% | 0.07% | +5.9% |
| Q4 2013 | $376,000 | -9.8% | 11,769 | -12.9% | 0.07% | -19.0% |
| Q3 2013 | $417,000 | +57.4% | 13,506 | +37.8% | 0.08% | +47.4% |
| Q2 2013 | $265,000 | – | 9,800 | – | 0.06% | – |
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% |