SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |