SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 76 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $68,000 | -51.8% | 2,316 | -60.0% | 0.02% | -59.0% |
| Q1 2020 | $141,000 | -58.7% | 5,791 | -41.1% | 0.04% | -47.3% |
| Q4 2019 | $341,000 | +16.0% | 9,836 | +6.3% | 0.07% | +7.2% |
| Q3 2019 | $294,000 | +18.1% | 9,250 | +21.2% | 0.07% | +50.0% |
| Q2 2019 | $249,000 | +5.1% | 7,629 | +4.0% | 0.05% | +15.0% |
| Q1 2019 | $237,000 | +18.5% | 7,336 | +6.9% | 0.04% | +5.3% |
| Q4 2018 | $200,000 | -55.6% | 6,863 | -45.7% | 0.04% | -47.9% |
| Q3 2018 | $450,000 | -1.3% | 12,632 | 0.0% | 0.07% | -9.9% |
| Q2 2018 | $456,000 | +21.0% | 12,632 | +22.5% | 0.08% | +9.5% |
| Q1 2018 | $377,000 | +3.9% | 10,313 | +4.1% | 0.07% | +21.3% |
| Q4 2017 | $363,000 | +10.3% | 9,904 | +7.9% | 0.06% | +3.4% |
| Q3 2017 | $329,000 | +17.9% | 9,175 | +10.5% | 0.06% | +18.0% |
| Q2 2017 | $279,000 | +41.6% | 8,302 | +32.1% | 0.05% | +42.9% |
| Q1 2017 | $197,000 | +369.0% | 6,285 | +334.3% | 0.04% | +250.0% |
| Q4 2016 | $42,000 | -46.8% | 1,447 | -43.6% | 0.01% | -52.4% |
| Q3 2016 | $79,000 | +8.2% | 2,564 | +1.2% | 0.02% | 0.0% |
| Q2 2016 | $73,000 | -1.4% | 2,533 | -1.2% | 0.02% | -19.2% |
| Q1 2016 | $74,000 | +1750.0% | 2,563 | +1757.2% | 0.03% | +2500.0% |
| Q2 2015 | $4,000 | +100.0% | 138 | +76.9% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | – | 78 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |