White Lighthouse Investment Management Inc. - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$207,375
-4.5%
6,4300.0%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%
6,4330.0%0.07%
-1.4%
Q2 2021$268,000
+6.3%
6,433
+0.5%
0.07%
-5.2%
Q1 2021$252,000
+4.6%
6,4020.0%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%
12,2930.0%0.18%
-7.6%
Q4 2018$358,000
-16.4%
12,293
+2.5%
0.20%
-9.6%
Q3 2018$428,000
-1.2%
11,9950.0%0.22%
-8.4%
Q2 2018$433,000
-1.1%
11,9950.0%0.24%
-5.2%
Q1 2018$438,000
-0.2%
11,9950.0%0.25%
-0.4%
Q4 2017$439,000–11,995–0.25%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2019
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 677,322$22,832,5228.86%
Morton Brown Family Wealth, LLC 285,054$9,609,1785.73%
Johnson Financial Group, LLC 995,782$33,567,8115.04%
ACT WEALTH MANAGEMENT, LLC 242,757$8,183,3364.87%
Strategic Financial Planning, Inc. 157,219$5,299,8494.84%
JFG Wealth Management, LLC 361,825$12,197,1214.16%
McAdam, LLC 1,087,429$36,657,2443.30%
Kathleen S. Wright Associates Inc. 147,082$4,958,1483.26%
Brand Asset Management Group, Inc. 181,281$6,110,9973.08%
Vise Technologies, Inc. 337,078$11,362,8992.99%
View complete list of SCHWAB STRATEGIC TR shareholders