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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,019 | -3.5% | 16,745 | +1.1% | 0.07% | -3.9% |
| Q2 2023 | $559,408 | -10.1% | 16,565 | -10.3% | 0.08% | -16.5% |
| Q1 2023 | $622,522 | +20.0% | 18,467 | +12.0% | 0.09% | +11.0% |
| Q4 2022 | $518,849 | +24.1% | 16,487 | +9.3% | 0.08% | +17.1% |
| Q3 2022 | $418,000 | -22.9% | 15,081 | -13.1% | 0.07% | -17.6% |
| Q2 2022 | $542,000 | -4.7% | 17,350 | +15.7% | 0.08% | +21.4% |
| Q1 2022 | $569,000 | -6.0% | 14,991 | +1.5% | 0.07% | -1.4% |
| Q4 2021 | $605,000 | +18.2% | 14,775 | +19.9% | 0.07% | 0.0% |
| Q3 2021 | $512,000 | +7.3% | 12,320 | +7.5% | 0.07% | +7.6% |
| Q2 2021 | $477,000 | +12.2% | 11,458 | +6.2% | 0.07% | 0.0% |
| Q1 2021 | $425,000 | +31.6% | 10,789 | +25.8% | 0.07% | +24.5% |
| Q4 2020 | $323,000 | -3.9% | 8,578 | -17.0% | 0.05% | -14.5% |
| Q3 2020 | $336,000 | +7.3% | 10,339 | -2.4% | 0.06% | -6.1% |
| Q2 2020 | $313,000 | +31.0% | 10,595 | +8.3% | 0.07% | +3.1% |
| Q1 2020 | $239,000 | -47.5% | 9,783 | -25.5% | 0.06% | -38.5% |
| Q4 2019 | $455,000 | +14.9% | 13,130 | +5.6% | 0.10% | +6.1% |
| Q3 2019 | $396,000 | -14.3% | 12,437 | -12.1% | 0.10% | -21.0% |
| Q2 2019 | $462,000 | -85.0% | 14,151 | -85.2% | 0.12% | -85.2% |
| Q1 2019 | $3,088,000 | +4.0% | 95,740 | -6.2% | 0.84% | -8.3% |
| Q4 2018 | $2,969,000 | -14.8% | 102,018 | +4.4% | 0.92% | -15.3% |
| Q3 2018 | $3,483,000 | +4.4% | 97,684 | +5.6% | 1.08% | -6.0% |
| Q2 2018 | $3,337,000 | -2.0% | 92,522 | -0.8% | 1.15% | -1.9% |
| Q1 2018 | $3,406,000 | -0.1% | 93,276 | +0.2% | 1.17% | -0.6% |
| Q4 2017 | $3,411,000 | +4.5% | 93,108 | +2.1% | 1.18% | -5.1% |
| Q3 2017 | $3,265,000 | +9.1% | 91,163 | +2.5% | 1.24% | -0.8% |
| Q2 2017 | $2,992,000 | +9.8% | 88,977 | +2.3% | 1.25% | +3.0% |
| Q1 2017 | $2,725,000 | +15.4% | 86,975 | +7.2% | 1.22% | +2.3% |
| Q4 2016 | $2,361,000 | -3.2% | 81,124 | +2.7% | 1.19% | -4.3% |
| Q3 2016 | $2,438,000 | +7.1% | 78,957 | -0.1% | 1.24% | +0.8% |
| Q2 2016 | $2,277,000 | +5.6% | 79,075 | +6.1% | 1.23% | -2.1% |
| Q1 2016 | $2,157,000 | -0.6% | 74,530 | -0.9% | 1.26% | -1.8% |
| Q4 2015 | $2,169,000 | +10.1% | 75,238 | +9.0% | 1.28% | +2.9% |
| Q3 2015 | $1,970,000 | -6.4% | 69,009 | +2.6% | 1.24% | -2.6% |
| Q2 2015 | $2,104,000 | +3.3% | 67,232 | -0.5% | 1.28% | +3.7% |
| Q1 2015 | $2,037,000 | +15.1% | 67,536 | +10.2% | 1.23% | +2.8% |
| Q4 2014 | $1,769,000 | -2.4% | 61,309 | +6.0% | 1.20% | -6.9% |
| Q3 2014 | $1,813,000 | -4.0% | 57,845 | +5.0% | 1.29% | +1.0% |
| Q2 2014 | $1,888,000 | +8.7% | 55,094 | +4.7% | 1.27% | +2.7% |
| Q1 2014 | $1,737,000 | – | 52,623 | – | 1.24% | – |
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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% |