SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 179 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,375 | -4.5% | 6,430 | 0.0% | 0.05% | -3.8% |
Q2 2023 | $217,149 | -2.5% | 6,430 | -2.6% | 0.05% | -7.1% |
Q1 2023 | $222,666 | +9.7% | 6,605 | +2.5% | 0.06% | +1.8% |
Q4 2022 | $202,898 | -15.1% | 6,447 | +2.5% | 0.06% | -9.8% |
Q1 2022 | $239,000 | -11.5% | 6,289 | -4.6% | 0.06% | -9.0% |
Q4 2021 | $270,000 | +1.1% | 6,590 | +2.4% | 0.07% | -6.9% |
Q3 2021 | $267,000 | -0.4% | 6,433 | 0.0% | 0.07% | -1.4% |
Q2 2021 | $268,000 | +6.3% | 6,433 | +0.5% | 0.07% | -5.2% |
Q1 2021 | $252,000 | +4.6% | 6,402 | 0.0% | 0.08% | 0.0% |
Q4 2020 | $241,000 | -42.3% | 6,402 | -46.9% | 0.08% | -49.7% |
Q4 2019 | $418,000 | +12.1% | 12,062 | +2.8% | 0.15% | +2.0% |
Q3 2019 | $373,000 | -2.1% | 11,732 | +0.5% | 0.15% | -5.7% |
Q2 2019 | $381,000 | -3.8% | 11,673 | -5.0% | 0.16% | -12.6% |
Q1 2019 | $396,000 | +10.6% | 12,293 | 0.0% | 0.18% | -7.6% |
Q4 2018 | $358,000 | -16.4% | 12,293 | +2.5% | 0.20% | -9.6% |
Q3 2018 | $428,000 | -1.2% | 11,995 | 0.0% | 0.22% | -8.4% |
Q2 2018 | $433,000 | -1.1% | 11,995 | 0.0% | 0.24% | -5.2% |
Q1 2018 | $438,000 | -0.2% | 11,995 | 0.0% | 0.25% | -0.4% |
Q4 2017 | $439,000 | – | 11,995 | – | 0.25% | – |
Download |
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% |