SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $187,000 | -3.6% | 5,260 | -2.4% | 0.09% | -23.3% |
| Q2 2018 | $194,000 | -4.4% | 5,388 | -3.2% | 0.12% | -9.8% |
| Q1 2018 | $203,000 | +160.3% | 5,565 | +396.4% | 0.13% | +189.1% |
| Q4 2017 | $78,000 | -60.8% | 1,121 | -79.8% | 0.05% | -61.0% |
| Q3 2017 | $199,000 | +6.4% | 5,562 | 0.0% | 0.12% | +9.3% |
| Q2 2017 | $187,000 | +8.7% | 5,562 | +1.0% | 0.11% | -9.2% |
| Q1 2017 | $172,000 | +2.4% | 5,507 | -5.2% | 0.12% | +24.0% |
| Q4 2016 | $168,000 | -99.9% | 5,807 | -39.0% | 0.10% | -48.1% |
| Q1 2016 | $272,459,000 | +100068.8% | 9,524 | +0.6% | 0.18% | +13.5% |
| Q4 2015 | $272,000 | +19.8% | 9,464 | +19.2% | 0.16% | +5.2% |
| Q3 2015 | $227,000 | -30.4% | 7,941 | -23.9% | 0.16% | +6.2% |
| Q2 2015 | $326,000 | +8.7% | 10,430 | +4.9% | 0.15% | +13.2% |
| Q1 2015 | $300,000 | – | 9,947 | – | 0.13% | – |
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% |