SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $208,000 | -20.6% | 5,000 | -20.6% | 0.02% | -21.1% |
| Q2 2021 | $262,000 | +5.2% | 6,300 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $249,000 | -7.4% | 6,300 | -11.8% | 0.02% | -13.0% |
| Q4 2020 | $269,000 | -10.3% | 7,143 | -29.6% | 0.02% | -23.3% |
| Q2 2020 | $300,000 | +21.5% | 10,143 | 0.0% | 0.03% | -9.1% |
| Q1 2020 | $247,000 | -29.6% | 10,143 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $351,000 | +8.7% | 10,143 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $323,000 | +0.6% | 10,143 | +3.0% | 0.04% | 0.0% |
| Q2 2019 | $321,000 | +1.3% | 9,843 | 0.0% | 0.04% | -10.3% |
| Q1 2019 | $317,000 | +10.8% | 9,843 | 0.0% | 0.04% | -13.3% |
| Q4 2018 | $286,000 | -16.9% | 9,843 | +2.1% | 0.04% | +36.4% |
| Q3 2018 | $344,000 | -1.1% | 9,643 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $348,000 | +2.1% | 9,643 | +3.2% | 0.03% | -2.9% |
| Q1 2018 | $341,000 | +17.2% | 9,343 | +17.6% | 0.04% | -7.9% |
| Q4 2017 | $291,000 | +13.7% | 7,943 | +11.2% | 0.04% | +11.8% |
| Q3 2017 | $256,000 | +14.8% | 7,143 | +7.5% | 0.03% | +17.2% |
| Q2 2017 | $223,000 | +10.9% | 6,643 | +3.8% | 0.03% | +11.5% |
| Q1 2017 | $201,000 | – | 6,400 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
| Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
| Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
| Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
| Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
| Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
| Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
| ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
| McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
| Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |