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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $404,000 | -39.8% | 13,961 | -26.4% | 0.03% | -45.6% |
| Q3 2018 | $671,000 | -17.1% | 18,957 | -15.4% | 0.06% | -17.4% |
| Q2 2018 | $809,000 | -25.8% | 22,418 | -25.0% | 0.07% | -27.4% |
| Q1 2018 | $1,091,000 | -23.8% | 29,890 | -25.2% | 0.10% | -20.8% |
| Q3 2017 | $1,432,000 | -4.7% | 39,965 | -10.5% | 0.12% | -8.4% |
| Q2 2017 | $1,502,000 | +0.3% | 44,668 | -6.5% | 0.13% | +3.1% |
| Q1 2017 | $1,497,000 | +7.4% | 47,767 | -0.3% | 0.13% | +0.8% |
| Q4 2016 | $1,394,000 | -6.5% | 47,892 | -0.8% | 0.13% | -14.9% |
| Q3 2016 | $1,491,000 | +42.3% | 48,292 | +44.3% | 0.15% | +49.5% |
| Q2 2016 | $1,048,000 | -29.6% | 33,475 | -34.9% | 0.10% | -30.3% |
| Q1 2016 | $1,489,000 | – | 51,417 | – | 0.14% | – |
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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% |