SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $972,000 | +1.5% | 23,415 | +1.7% | 0.06% | 0.0% |
| Q2 2021 | $958,000 | +46.5% | 23,024 | +38.7% | 0.06% | +36.2% |
| Q1 2021 | $654,000 | +20.2% | 16,598 | +14.8% | 0.05% | -2.1% |
| Q4 2020 | $544,000 | +15.3% | 14,458 | -0.3% | 0.05% | -7.7% |
| Q3 2020 | $472,000 | +50.3% | 14,505 | +36.5% | 0.05% | +33.3% |
| Q2 2020 | $314,000 | +368.7% | 10,630 | +285.8% | 0.04% | +290.0% |
| Q1 2020 | $67,000 | -65.6% | 2,755 | -51.1% | 0.01% | -60.0% |
| Q4 2019 | $195,000 | +22.6% | 5,631 | +12.4% | 0.02% | +8.7% |
| Q3 2019 | $159,000 | -7.6% | 5,008 | -4.8% | 0.02% | -14.8% |
| Q2 2019 | $172,000 | -0.6% | 5,263 | -1.6% | 0.03% | -10.0% |
| Q1 2019 | $173,000 | -35.4% | 5,351 | -41.9% | 0.03% | -42.3% |
| Q4 2018 | $268,000 | +26700.0% | 9,209 | +22922.5% | 0.05% | – |
| Q3 2018 | $1,000 | -50.0% | 40 | -20.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
| ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
| Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
| Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
| JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
| McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
| Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
| Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
| Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
| HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |