SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,193 | -98.3% | 37 | -98.3% | 0.00% | -100.0% |
Q4 2022 | $70,335 | +6933.5% | 2,235 | +8177.8% | 0.01% | – |
Q3 2022 | $1,000 | -88.9% | 27 | -88.3% | 0.00% | -100.0% |
Q1 2022 | $9,000 | -25.0% | 230 | -19.0% | 0.00% | 0.0% |
Q4 2021 | $12,000 | 0.0% | 284 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $12,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $12,000 | +9.1% | 284 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $11,000 | -92.5% | 284 | -93.3% | 0.00% | -94.1% |
Q4 2019 | $146,000 | +9.0% | 4,227 | 0.0% | 0.05% | +30.8% |
Q3 2019 | $134,000 | +13300.0% | 4,227 | +10209.8% | 0.04% | – |
Q4 2018 | $1,000 | -83.3% | 41 | -76.4% | 0.00% | -100.0% |
Q3 2018 | $6,000 | -40.0% | 174 | -35.8% | 0.00% | -60.0% |
Q1 2018 | $10,000 | 0.0% | 271 | 0.0% | 0.01% | -16.7% |
Q4 2017 | $10,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $10,000 | – | 271 | – | 0.01% | – |
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% |