SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 186 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $105,000 | +9.4% | 3,031 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $96,000 | -3.0% | 3,031 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $99,000 | +1.0% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $98,000 | +11.4% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $88,000 | -18.5% | 3,031 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $108,000 | -0.9% | 3,031 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $109,000 | -1.8% | 3,031 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $111,000 | 0.0% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $111,000 | +1.8% | 3,031 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $109,000 | +6.9% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $102,000 | +7.4% | 3,031 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $95,000 | +8.0% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $88,000 | -6.4% | 3,031 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $94,000 | +8.0% | 3,031 | 0.0% | 0.01% | +10.0% |
| Q2 2016 | $87,000 | -1.1% | 3,031 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $88,000 | +10.0% | 3,031 | +9.2% | 0.01% | 0.0% |
| Q4 2015 | $80,000 | – | 2,776 | – | 0.01% | – |
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% |