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 2018 | $101,000 | -32.7% | 2,800 | -41.3% | 0.02% | -43.9% |
| Q1 2017 | $150,000 | +650.0% | 4,772 | +581.7% | 0.04% | +583.3% |
| Q4 2016 | $20,000 | -9.1% | 700 | 0.0% | 0.01% | -14.3% |
| Q3 2016 | $22,000 | +10.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $20,000 | 0.0% | 700 | 0.0% | 0.01% | -12.5% |
| Q1 2016 | $20,000 | 0.0% | 700 | 0.0% | 0.01% | +14.3% |
| Q4 2015 | $20,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $20,000 | -9.1% | 700 | 0.0% | 0.01% | -12.5% |
| Q2 2015 | $22,000 | -99.2% | 700 | -99.2% | 0.01% | -99.3% |
| Q3 2014 | $2,806,000 | +16405.9% | 89,522 | +17592.1% | 1.07% | +17766.7% |
| Q2 2014 | $17,000 | 0.0% | 506 | -1.9% | 0.01% | 0.0% |
| Q1 2014 | $17,000 | +6.2% | 516 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $16,000 | +6.7% | 516 | +3.2% | 0.01% | -14.3% |
| Q3 2013 | $15,000 | +7.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $14,000 | – | 500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |