SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 62 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $36,000 | -29.4% | 1,096 | -22.9% | 0.01% | -46.2% |
| Q2 2018 | $51,000 | -1.9% | 1,422 | 0.0% | 0.03% | -3.7% |
| Q1 2018 | $52,000 | -16.1% | 1,422 | -34.0% | 0.03% | -32.5% |
| Q4 2015 | $62,000 | -18.4% | 2,154 | -23.9% | 0.04% | -25.9% |
| Q3 2015 | $76,000 | -41.5% | 2,829 | -32.4% | 0.05% | -38.6% |
| Q2 2015 | $130,000 | -22.6% | 4,184 | -18.1% | 0.09% | -36.7% |
| Q1 2014 | $168,000 | +12.0% | 5,107 | +8.3% | 0.14% | +3.7% |
| Q4 2013 | $150,000 | – | 4,716 | – | 0.13% | – |
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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% |