SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $341,000 | -6.8% | 10,717 | -4.5% | 0.17% | -8.2% |
| Q2 2019 | $366,000 | -59.3% | 11,224 | -59.8% | 0.18% | -64.5% |
| Q1 2019 | $900,000 | +14.6% | 27,905 | +3.4% | 0.51% | -0.4% |
| Q4 2018 | $785,000 | -24.3% | 26,990 | -7.2% | 0.52% | -9.5% |
| Q3 2018 | $1,037,000 | +6.0% | 29,083 | +7.2% | 0.57% | -4.4% |
| Q2 2018 | $978,000 | +11.1% | 27,121 | +12.5% | 0.60% | +12.3% |
| Q1 2018 | $880,000 | +20.4% | 24,116 | +20.8% | 0.53% | +13.7% |
| Q4 2017 | $731,000 | – | 19,965 | – | 0.47% | – |
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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% |