Carroll Financial Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$50,000
+13.6%
9780.0%0.00%
+50.0%
Q3 2021$44,000
+7.3%
978
+7.7%
0.00%0.0%
Q2 2021$41,000908
+11250.0%
0.00%
Q1 2021$080.0%0.00%
Q4 2020$080.0%0.00%
Q3 2020$080.0%0.00%
Q2 2020$080.0%0.00%
Q1 2020$080.0%0.00%
Q4 2019$080.0%0.00%
Q3 2019$080.0%0.00%
Q2 2019$080.0%0.00%
Q1 2019$08
-50.0%
0.00%
Q4 2018$016
+100.0%
0.00%
Q3 2018$080.0%0.00%
Q2 2018$080.0%0.00%
Q1 2018$080.0%0.00%
Q4 2017$080.0%0.00%
Q3 2017$080.0%0.00%
Q2 2017$080.0%0.00%
Q1 2017$080.0%0.00%
Q4 2016$080.0%0.00%
Q3 2016$080.0%0.00%
Q2 2016$08
+100.0%
0.00%
Q3 2015$040.0%0.00%
Q2 2015$040.0%0.00%
Q3 2014$040.0%0.00%
Q2 2014$040.0%0.00%
Q1 2014$040.0%0.00%
Q4 2013$040.0%0.00%
Q3 2013$040.0%0.00%
Q2 2013$040.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 471,405$14,260,0004.34%
Whitnell & Co. 250,711$7,584,0003.48%
Vigilant Capital Management, LLC 304,080$9,198,0002.25%
Courage Miller Partners, LLC 72,883$2,205,0001.87%
Charles Schwab Investment Advisory, Inc. 1,494,199$45,200,0001.68%
Madden Advisory Services, Inc. 51,672$1,563,0001.17%
Bouchey Financial Group Ltd 46,703$1,467,0001.03%
INTERACTIVE FINANCIAL ADVISORS, INC. 52,773$1,596,0000.94%
Avior Wealth Management, LLC 26,239$794,0000.75%
Retirement Planning Group, LLC 47,932$1,450,0000.52%
View complete list of SCHWAB STRATEGIC TR shareholders