SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,936 | -4.7% | 13,952 | -0.2% | 0.12% | -3.2% |
| Q2 2023 | $472,122 | -0.0% | 13,981 | -0.2% | 0.12% | -12.0% |
| Q1 2023 | $472,294 | +8.6% | 14,011 | +1.3% | 0.14% | -0.7% |
| Q4 2022 | $435,057 | +14.2% | 13,825 | +0.7% | 0.14% | +5.1% |
| Q3 2022 | $381,000 | -11.2% | 13,730 | +0.0% | 0.14% | -5.6% |
| Q2 2022 | $429,000 | -14.4% | 13,728 | +4.0% | 0.14% | +1.4% |
| Q1 2022 | $501,000 | -5.6% | 13,195 | +1.8% | 0.14% | +2.9% |
| Q4 2021 | $531,000 | +4.3% | 12,962 | +5.8% | 0.14% | -7.4% |
| Q3 2021 | $509,000 | +9.5% | 12,252 | +9.6% | 0.15% | +9.6% |
| Q2 2021 | $465,000 | +11.0% | 11,180 | +5.3% | 0.14% | +6.2% |
| Q1 2021 | $419,000 | +13.2% | 10,616 | +8.0% | 0.13% | 0.0% |
| Q4 2020 | $370,000 | +14.9% | 9,834 | -0.8% | 0.13% | -3.0% |
| Q3 2020 | $322,000 | +3.9% | 9,912 | -4.8% | 0.13% | -8.3% |
| Q2 2020 | $310,000 | +19.2% | 10,414 | -2.4% | 0.14% | -0.7% |
| Q1 2020 | $260,000 | -33.2% | 10,668 | -4.9% | 0.14% | -7.6% |
| Q4 2019 | $389,000 | +15.8% | 11,213 | +6.3% | 0.16% | +1.3% |
| Q3 2019 | $336,000 | -2.6% | 10,553 | -0.3% | 0.16% | -2.5% |
| Q2 2019 | $345,000 | -1.1% | 10,584 | -2.2% | 0.16% | -2.5% |
| Q1 2019 | $349,000 | +11.5% | 10,818 | +0.5% | 0.16% | -1.2% |
| Q4 2018 | $313,000 | -41.8% | 10,769 | -28.6% | 0.16% | -28.6% |
| Q3 2018 | $538,000 | -0.7% | 15,074 | +0.3% | 0.23% | -6.1% |
| Q2 2018 | $542,000 | +1.1% | 15,022 | +2.2% | 0.25% | +4.7% |
| Q1 2018 | $536,000 | +1.5% | 14,704 | +1.9% | 0.24% | -0.8% |
| Q4 2017 | $528,000 | +2.1% | 14,430 | +0.0% | 0.24% | -4.0% |
| Q3 2017 | $517,000 | +15.9% | 14,429 | +8.7% | 0.25% | +11.8% |
| Q2 2017 | $446,000 | +23.5% | 13,270 | +15.0% | 0.22% | +12.2% |
| Q1 2017 | $361,000 | +49.8% | 11,535 | +39.4% | 0.20% | +34.0% |
| Q4 2016 | $241,000 | -28.5% | 8,277 | -24.0% | 0.15% | -25.0% |
| Q3 2016 | $337,000 | -3.7% | 10,897 | -10.3% | 0.20% | -13.3% |
| Q2 2016 | $350,000 | -1.1% | 12,142 | -0.8% | 0.23% | -6.2% |
| Q1 2016 | $354,000 | -0.6% | 12,243 | -1.0% | 0.24% | -0.4% |
| Q4 2015 | $356,000 | -2.2% | 12,363 | -3.1% | 0.24% | -3.6% |
| Q3 2015 | $364,000 | -5.2% | 12,758 | +4.1% | 0.25% | +8.2% |
| Q2 2015 | $384,000 | +11.3% | 12,256 | +6.9% | 0.23% | +12.1% |
| Q1 2015 | $345,000 | +7.1% | 11,464 | +2.6% | 0.21% | +10.7% |
| Q4 2014 | $322,000 | +14.6% | 11,170 | +24.5% | 0.19% | +11.3% |
| Q3 2014 | $281,000 | -0.7% | 8,969 | +8.8% | 0.17% | -1.8% |
| Q2 2014 | $283,000 | +86.2% | 8,245 | +79.4% | 0.17% | +66.0% |
| Q1 2014 | $152,000 | +216.7% | 4,596 | +203.0% | 0.10% | +178.4% |
| Q4 2013 | $48,000 | – | 1,517 | – | 0.04% | – |
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% |