SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,944,000 | -6.5% | 121,235 | -15.0% | 0.13% | -14.7% |
| Q2 2020 | $4,217,000 | -3.7% | 142,599 | -20.5% | 0.16% | -17.0% |
| Q1 2020 | $4,379,000 | -38.6% | 179,464 | -13.0% | 0.19% | -22.0% |
| Q4 2019 | $7,133,000 | +56.6% | 206,221 | +44.9% | 0.24% | +48.8% |
| Q3 2019 | $4,556,000 | -33.1% | 142,286 | -31.8% | 0.16% | -31.1% |
| Q2 2019 | $6,810,000 | -7.1% | 208,506 | -7.7% | 0.24% | -6.4% |
| Q1 2019 | $7,331,000 | +19.6% | 226,001 | +8.2% | 0.25% | +3.7% |
| Q4 2018 | $6,132,000 | – | 208,967 | +2985142.9% | 0.24% | – |
| Q4 2017 | $0 | -100.0% | 7 | -99.9% | 0.00% | -100.0% |
| Q2 2017 | $393,000 | – | 11,944 | – | 0.02% | – |
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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% |