SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $635 | -66.8% | 18,802 | -69.1% | 0.03% | -70.8% |
| Q4 2022 | $1,912 | -99.7% | 60,769 | +187.1% | 0.10% | +200.0% |
| Q3 2022 | $587,000 | -86.2% | 21,164 | -84.5% | 0.03% | -85.9% |
| Q2 2022 | $4,251,000 | +76.5% | 136,126 | +114.5% | 0.23% | +173.5% |
| Q1 2022 | $2,409,000 | -55.1% | 63,453 | -51.6% | 0.08% | -42.4% |
| Q4 2021 | $5,360,000 | +160.2% | 130,974 | +163.9% | 0.14% | +73.5% |
| Q3 2021 | $2,060,000 | +646.4% | 49,624 | +431.4% | 0.08% | +277.3% |
| Q2 2020 | $276,000 | -45.0% | 9,338 | -54.6% | 0.02% | -18.5% |
| Q1 2020 | $502,000 | -29.1% | 20,582 | -8.9% | 0.03% | -54.2% |
| Q1 2017 | $708,000 | – | 22,601 | – | 0.06% | – |
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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% |