SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $139,000 | +3.0% | 3,704 | -9.8% | 0.01% | -60.0% |
| Q3 2020 | $135,000 | -67.3% | 4,108 | -70.6% | 0.02% | -69.4% |
| Q2 2020 | $413,000 | +21.1% | 13,988 | 0.0% | 0.05% | +2.1% |
| Q1 2020 | $341,000 | -66.6% | 13,988 | +374.2% | 0.05% | +336.4% |
| Q4 2019 | $1,022,000 | +987.2% | 2,950 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $94,000 | -2.1% | 2,950 | 0.0% | 0.01% | +9.1% |
| Q2 2019 | $96,000 | – | 2,950 | – | 0.01% | – |
Download | ||||||
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% |