SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $124,000 | -96.8% | 3,275 | -96.5% | 0.00% | -96.9% |
| Q4 2021 | $3,860,000 | -52.2% | 94,299 | -51.5% | 0.13% | -52.0% |
| Q3 2021 | $8,078,000 | +34.9% | 194,570 | +35.2% | 0.27% | +33.2% |
| Q2 2021 | $5,989,000 | -47.2% | 143,964 | -50.0% | 0.20% | -49.8% |
| Q1 2021 | $11,352,000 | +2193.3% | 287,948 | +2094.2% | 0.40% | +2133.3% |
| Q4 2020 | $495,000 | -89.8% | 13,123 | -91.2% | 0.02% | -91.0% |
| Q3 2020 | $4,858,000 | -63.5% | 149,334 | -66.8% | 0.20% | -66.5% |
| Q2 2020 | $13,307,000 | -14.3% | 450,017 | -29.3% | 0.60% | -17.4% |
| Q1 2020 | $15,532,000 | -46.9% | 636,528 | -24.7% | 0.72% | -30.9% |
| Q4 2019 | $29,274,000 | +0.4% | 844,853 | -7.8% | 1.05% | +0.8% |
| Q3 2019 | $29,144,000 | +4.1% | 916,495 | +6.8% | 1.04% | +21.0% |
| Q2 2019 | $27,999,000 | +4820.7% | 857,777 | +4878.4% | 0.86% | +4952.9% |
| Q1 2019 | $569,000 | – | 17,230 | – | 0.02% | – |
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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% |