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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $78,000 | -7.1% | 2,049 | +0.0% | 0.02% | -3.8% |
| Q4 2021 | $84,000 | 0.0% | 2,048 | +1.6% | 0.03% | -10.3% |
| Q3 2021 | $84,000 | -1.2% | 2,015 | -1.4% | 0.03% | -3.3% |
| Q2 2021 | $85,000 | +6.2% | 2,043 | +0.3% | 0.03% | -3.2% |
| Q1 2021 | $80,000 | +185.7% | 2,036 | +175.1% | 0.03% | +158.3% |
| Q4 2020 | $28,000 | +16.7% | 740 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +9.1% | 740 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +29.4% | 740 | +3.9% | 0.01% | +9.1% |
| Q1 2020 | $17,000 | -32.0% | 712 | 0.0% | 0.01% | -21.4% |
| Q4 2019 | $25,000 | +8.7% | 712 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | -14.8% | 712 | -13.4% | 0.01% | -12.5% |
| Q2 2019 | $27,000 | 0.0% | 822 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $27,000 | +12.5% | 822 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $24,000 | -11.1% | 822 | 0.0% | 0.02% | -5.6% |
| Q3 2018 | $27,000 | +68.8% | 822 | +91.2% | 0.02% | +50.0% |
| Q2 2018 | $16,000 | +77.8% | 430 | +77.7% | 0.01% | +71.4% |
| Q1 2018 | $9,000 | – | 242 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |