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 2023 | $57,760 | -4.5% | 1,791 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $60,482 | -2.6% | 1,791 | -2.8% | 0.10% | -7.3% |
| Q1 2023 | $62,094 | +112798.2% | 1,842 | +5.0% | 0.11% | +1.9% |
| Q4 2022 | $55 | -99.9% | 1,755 | 0.0% | 0.11% | +3.9% |
| Q3 2022 | $49,000 | -10.9% | 1,755 | 0.0% | 0.10% | -15.6% |
| Q2 2022 | $55,000 | -17.9% | 1,755 | 0.0% | 0.12% | -6.9% |
| Q1 2022 | $67,000 | -6.9% | 1,755 | 0.0% | 0.13% | +19.1% |
| Q4 2021 | $72,000 | -1.4% | 1,755 | 0.0% | 0.11% | -6.8% |
| Q3 2021 | $73,000 | 0.0% | 1,755 | 0.0% | 0.12% | -3.3% |
| Q2 2021 | $73,000 | +5.8% | 1,755 | 0.0% | 0.12% | -2.4% |
| Q1 2021 | $69,000 | +4.5% | 1,755 | 0.0% | 0.12% | +5.0% |
| Q4 2020 | $66,000 | +15.8% | 1,755 | 0.0% | 0.12% | +2.6% |
| Q3 2020 | $57,000 | -6.6% | 1,755 | -15.4% | 0.12% | -11.5% |
| Q2 2020 | $61,000 | -24.7% | 2,075 | -37.5% | 0.13% | -33.5% |
| Q1 2020 | $81,000 | -23.6% | 3,321 | -0.1% | 0.20% | -10.0% |
| Q4 2019 | $106,000 | 0.0% | 3,325 | 0.0% | 0.22% | -3.5% |
| Q3 2019 | $106,000 | -2.8% | 3,325 | 0.0% | 0.23% | +27.5% |
| Q2 2019 | $109,000 | -22.7% | 3,325 | -24.0% | 0.18% | -19.1% |
| Q1 2019 | $141,000 | -4.1% | 4,374 | -13.7% | 0.22% | -7.2% |
| Q4 2018 | $147,000 | -9.8% | 5,067 | +10.6% | 0.24% | +0.4% |
| Q3 2018 | $163,000 | +48.2% | 4,582 | +51.8% | 0.24% | +227.8% |
| Q2 2018 | $110,000 | 0.0% | 3,018 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $110,000 | -0.9% | 3,018 | 0.0% | 0.07% | -1.4% |
| Q4 2017 | $111,000 | +12.1% | 3,018 | +2.9% | 0.07% | +9.0% |
| Q3 2017 | $99,000 | 0.0% | 2,932 | 0.0% | 0.07% | -11.8% |
| Q2 2017 | $99,000 | – | 2,932 | – | 0.08% | – |
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% |