SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,369,000 | +20.3% | 39,507 | +10.5% | 0.01% | +12.5% |
| Q3 2019 | $1,138,000 | +0.2% | 35,751 | +2.8% | 0.01% | -11.1% |
| Q2 2019 | $1,136,000 | +1.7% | 34,781 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $1,117,000 | +5.5% | 34,644 | -4.8% | 0.01% | -10.0% |
| Q4 2018 | $1,059,000 | +6.5% | 36,394 | +30.6% | 0.01% | 0.0% |
| Q3 2018 | $994,000 | +13.3% | 27,870 | +14.6% | 0.01% | -16.7% |
| Q2 2018 | $877,000 | +16.9% | 24,325 | +18.4% | 0.01% | +20.0% |
| Q1 2018 | $750,000 | +227.5% | 20,541 | +228.7% | 0.01% | +233.3% |
| Q4 2017 | $229,000 | +3.2% | 6,249 | +0.3% | 0.00% | 0.0% |
| Q3 2017 | $222,000 | +6.2% | 6,229 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $209,000 | +7.2% | 6,229 | +0.1% | 0.00% | 0.0% |
| Q1 2017 | $195,000 | +8.3% | 6,220 | +0.7% | 0.00% | 0.0% |
| Q4 2016 | $180,000 | -5.8% | 6,178 | +0.2% | 0.00% | -20.0% |
| Q3 2016 | $191,000 | 0.0% | 6,168 | -7.8% | 0.01% | 0.0% |
| Q2 2016 | $191,000 | – | 6,691 | – | 0.01% | – |
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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% |