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 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. 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 Q2 2021
NameSharesValueWeighting ↓
Morton Brown Family Wealth, LLC 350,099$11,290,7005.77%
ACT WEALTH MANAGEMENT, LLC 256,220$8,263,1005.55%
Strategic Financial Planning, Inc. 151,520$4,886,5184.50%
Johnson Financial Group, LLC 942,897$30,408,4284.34%
JFG Wealth Management, LLC 337,598$10,887,5363.56%
McAdam, LLC 1,314,252$42,384,6233.48%
Kathleen S. Wright Associates Inc. 152,948$4,932,5812.76%
Brand Asset Management Group, Inc. 165,042$5,322,6042.73%
Vise Technologies, Inc. 326,210$10,520,2772.59%
HORIZON FINANCIAL SERVICES, LLC 97,261$3,136,6702.52%
View complete list of SCHWAB STRATEGIC TR shareholders