SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 115 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $28,000 | -54.1% | 870 | -53.5% | 0.02% | -52.9% |
Q2 2019 | $61,000 | -12.9% | 1,870 | -13.8% | 0.03% | -15.0% |
Q1 2019 | $70,000 | -23.9% | 2,170 | -31.5% | 0.04% | -24.5% |
Q4 2018 | $92,000 | -18.6% | 3,170 | 0.0% | 0.05% | +3.9% |
Q3 2018 | $113,000 | -0.9% | 3,170 | 0.0% | 0.05% | -7.3% |
Q2 2018 | $114,000 | -16.8% | 3,170 | -15.4% | 0.06% | -21.4% |
Q1 2018 | $137,000 | -13.3% | 3,745 | -12.9% | 0.07% | -9.1% |
Q4 2017 | $158,000 | -10.2% | 4,300 | -12.2% | 0.08% | -13.5% |
Q3 2017 | $176,000 | +2.3% | 4,900 | -3.9% | 0.09% | +8.5% |
Q2 2017 | $172,000 | 0.0% | 5,100 | -6.8% | 0.08% | -12.8% |
Q1 2017 | $172,000 | +27.4% | 5,475 | +18.4% | 0.09% | +34.3% |
Q4 2016 | $135,000 | -4.3% | 4,625 | +1.6% | 0.07% | -7.9% |
Q3 2016 | $141,000 | +7.6% | 4,550 | 0.0% | 0.08% | +4.1% |
Q2 2016 | $131,000 | 0.0% | 4,550 | +0.5% | 0.07% | +5.8% |
Q1 2016 | $131,000 | – | 4,527 | – | 0.07% | – |
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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% |