SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 249 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $612,000 | -0.5% | 14,957 | +0.9% | 0.23% | -10.2% |
| Q3 2021 | $615,000 | +1.3% | 14,818 | +1.6% | 0.26% | +2.0% |
| Q2 2021 | $607,000 | +7.8% | 14,585 | +2.2% | 0.25% | +1.2% |
| Q1 2021 | $563,000 | +4.6% | 14,273 | -0.1% | 0.25% | -0.4% |
| Q4 2020 | $538,000 | +16.7% | 14,281 | +0.7% | 0.25% | +2.5% |
| Q3 2020 | $461,000 | +17.0% | 14,184 | +6.5% | 0.24% | +5.2% |
| Q2 2020 | $394,000 | +36.3% | 13,315 | +12.3% | 0.23% | +10.6% |
| Q1 2020 | $289,000 | -25.1% | 11,858 | +6.3% | 0.21% | -7.1% |
| Q4 2019 | $386,000 | +8.7% | 11,150 | -0.2% | 0.22% | -0.4% |
| Q3 2019 | $355,000 | +69.9% | 11,173 | +74.7% | 0.22% | +69.2% |
| Q2 2019 | $209,000 | – | 6,394 | – | 0.13% | – |
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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% |