SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,522 | -2.2% | 7,272 | +2.4% | 0.01% | 0.0% |
| Q2 2023 | $239,767 | +0.2% | 7,100 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $239,341 | -25.0% | 7,100 | -30.0% | 0.01% | -30.0% |
| Q4 2022 | $319,081 | +36.9% | 10,139 | +35.7% | 0.01% | +25.0% |
| Q2 2022 | $233,000 | -18.2% | 7,472 | -0.3% | 0.01% | 0.0% |
| Q1 2022 | $285,000 | -12.3% | 7,494 | -5.5% | 0.01% | -11.1% |
| Q4 2021 | $325,000 | +4.2% | 7,932 | +5.7% | 0.01% | -10.0% |
| Q3 2021 | $312,000 | -1.0% | 7,504 | -1.0% | 0.01% | 0.0% |
| Q2 2021 | $315,000 | -6.0% | 7,581 | -10.9% | 0.01% | -16.7% |
| Q1 2021 | $335,000 | +8.1% | 8,504 | +3.1% | 0.01% | 0.0% |
| Q4 2020 | $310,000 | +23.0% | 8,246 | +6.4% | 0.01% | 0.0% |
| Q3 2020 | $252,000 | +15.1% | 7,751 | +4.5% | 0.01% | 0.0% |
| Q2 2020 | $219,000 | +1.4% | 7,420 | -16.4% | 0.01% | -14.3% |
| Q1 2020 | $216,000 | +191.9% | 8,871 | +315.5% | 0.01% | +250.0% |
| Q4 2019 | $74,000 | +45.1% | 2,135 | +36.2% | 0.00% | +33.3% |
| Q3 2019 | $51,000 | 0.0% | 1,568 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $51,000 | -20.3% | 1,568 | -21.0% | 0.00% | -25.0% |
| Q1 2019 | $64,000 | – | 1,985 | +19750.0% | 0.00% | – |
| Q4 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 10 | -99.7% | 0.00% | -100.0% |
| Q2 2018 | $105,000 | +3400.0% | 2,910 | +3780.0% | 0.01% | – |
| Q1 2018 | $3,000 | -70.0% | 75 | -73.1% | 0.00% | -100.0% |
| Q4 2017 | $10,000 | +25.0% | 279 | +30.4% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | – | 214 | +4180.0% | 0.00% | – |
| Q3 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 5 | – | 0.00% | – |
Download | ||||||
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% |