SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $1,389,000 | -8.1% | 42,563 | -9.2% | 0.04% | -93.9% |
Q1 2019 | $1,511,000 | +6.9% | 46,861 | -3.6% | 0.61% | +405.8% |
Q4 2018 | $1,414,000 | -2.2% | 48,587 | +16.7% | 0.12% | -81.0% |
Q3 2018 | $1,446,000 | -3.1% | 41,648 | +0.7% | 0.63% | +533.0% |
Q2 2018 | $1,492,000 | +144.6% | 41,357 | +151.4% | 0.10% | -67.5% |
Q1 2018 | $610,000 | +112.5% | 16,453 | +109.7% | 0.31% | +113.9% |
Q4 2017 | $287,000 | +17.1% | 7,847 | +14.8% | 0.14% | +9.9% |
Q3 2017 | $245,000 | +5.2% | 6,835 | -1.2% | 0.13% | +1.6% |
Q2 2017 | $233,000 | -2.5% | 6,921 | -16.6% | 0.13% | -23.7% |
Q4 2015 | $239,000 | -3.6% | 8,296 | -4.4% | 0.17% | +6.3% |
Q3 2015 | $248,000 | -9.2% | 8,676 | -0.5% | 0.16% | -19.3% |
Q2 2015 | $273,000 | +13.3% | 8,721 | +9.3% | 0.20% | +14.5% |
Q1 2015 | $241,000 | +10.0% | 7,978 | +5.0% | 0.17% | +31.3% |
Q4 2014 | $219,000 | – | 7,600 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |