SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,636 | +0.6% | 174,752 | +5.3% | 0.76% | +5.1% |
| Q2 2023 | $5,603 | +1.4% | 165,902 | +1.3% | 0.73% | -0.5% |
| Q1 2023 | $5,523 | -0.5% | 163,837 | -7.1% | 0.73% | -7.6% |
| Q4 2022 | $5,550 | -99.9% | 176,340 | +2.5% | 0.79% | +12.4% |
| Q3 2022 | $4,773,000 | -4.3% | 171,978 | +7.7% | 0.70% | -0.4% |
| Q2 2022 | $4,988,000 | +8500.0% | 159,692 | +10517.8% | 0.71% | -65.9% |
| Q1 2022 | $58,000 | -18.3% | 1,504 | -12.5% | 2.07% | +7.9% |
| Q4 2021 | $71,000 | -2.7% | 1,719 | -1.3% | 1.92% | -6.2% |
| Q3 2021 | $73,000 | -3.9% | 1,742 | -4.4% | 2.05% | +10.1% |
| Q2 2021 | $76,000 | +2.7% | 1,823 | -2.4% | 1.86% | +3.2% |
| Q1 2021 | $74,000 | -11.9% | 1,867 | -15.7% | 1.80% | +3.9% |
| Q4 2020 | $84,000 | -16.8% | 2,216 | -28.2% | 1.74% | -5.3% |
| Q3 2020 | $101,000 | -97.4% | 3,087 | -97.6% | 1.83% | +116.9% |
| Q2 2020 | $3,852,000 | +4655.6% | 130,238 | +3845.4% | 0.84% | -41.5% |
| Q1 2020 | $81,000 | -38.6% | 3,301 | -12.8% | 1.44% | -21.0% |
| Q4 2019 | $132,000 | -3.6% | 3,787 | -11.6% | 1.83% | +4.9% |
| Q3 2019 | $137,000 | -95.8% | 4,283 | -95.7% | 1.74% | +150.1% |
| Q2 2019 | $3,230,000 | +665.4% | 98,957 | +657.3% | 0.70% | -72.0% |
| Q1 2019 | $422,000 | -87.0% | 13,067 | -88.3% | 2.49% | +198.8% |
| Q4 2018 | $3,246,000 | -15.9% | 111,545 | +3.1% | 0.83% | +1.6% |
| Q3 2018 | $3,859,000 | -4.0% | 108,211 | -2.8% | 0.82% | -7.8% |
| Q2 2018 | $4,018,000 | +133833.3% | 111,376 | +161314.5% | 0.89% | – |
| Q1 2018 | $3,000 | +200.0% | 69 | +2200.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 3 | +50.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | -99.1% | 2 | -99.9% | 0.00% | -100.0% |
| Q2 2015 | $116,000 | +11500.0% | 3,686 | +368500.0% | 0.01% | – |
| Q1 2015 | $1,000 | -97.6% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2014 | $41,000 | +215.4% | 1,233 | +206.7% | 0.00% | +100.0% |
| Q3 2013 | $13,000 | – | 402 | – | 0.00% | – |
Download | ||||||
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% |