SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 115 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $203,000 | +14.0% | 6,296 | +3.0% | 0.02% | -6.2% |
| Q4 2018 | $178,000 | -17.6% | 6,110 | +0.8% | 0.02% | -11.1% |
| Q3 2018 | $216,000 | -2.3% | 6,062 | -0.9% | 0.02% | -10.0% |
| Q2 2018 | $221,000 | -5.6% | 6,120 | -4.6% | 0.02% | -9.1% |
| Q1 2018 | $234,000 | +0.4% | 6,414 | +0.7% | 0.02% | -4.3% |
| Q4 2017 | $233,000 | +2.2% | 6,369 | -0.0% | 0.02% | -8.0% |
| Q3 2017 | $228,000 | +10.7% | 6,372 | +4.0% | 0.02% | +4.2% |
| Q2 2017 | $206,000 | +7.3% | 6,126 | -0.1% | 0.02% | -11.1% |
| Q1 2017 | $192,000 | +2.7% | 6,131 | -4.4% | 0.03% | -3.6% |
| Q4 2016 | $187,000 | -6.5% | 6,413 | -1.0% | 0.03% | -9.7% |
| Q3 2016 | $200,000 | +8.1% | 6,478 | +0.9% | 0.03% | 0.0% |
| Q2 2016 | $185,000 | -4.6% | 6,420 | -4.3% | 0.03% | -8.8% |
| Q1 2016 | $194,000 | +1.6% | 6,711 | +1.2% | 0.03% | -5.6% |
| Q4 2015 | $191,000 | – | 6,633 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |