SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,286,953 | +26.3% | 101,921 | +32.2% | 0.00% | – |
Q2 2023 | $2,602,734 | -49.0% | 77,072 | -49.1% | 0.00% | – |
Q1 2023 | $5,104,864 | +119.1% | 151,434 | +104.5% | 0.00% | – |
Q4 2022 | $2,330,266 | +31.0% | 74,047 | +15.5% | 0.00% | – |
Q3 2022 | $1,779,000 | +49.5% | 64,107 | +68.2% | 0.00% | – |
Q2 2022 | $1,190,000 | -64.9% | 38,105 | -57.4% | 0.00% | – |
Q1 2022 | $3,395,000 | +89.6% | 89,432 | +104.4% | 0.00% | – |
Q4 2021 | $1,791,000 | +258.2% | 43,758 | +263.0% | 0.00% | – |
Q3 2021 | $500,000 | +10.1% | 12,053 | +10.5% | 0.00% | – |
Q2 2021 | $454,000 | +8.1% | 10,905 | +2.3% | 0.00% | – |
Q1 2021 | $420,000 | +12.6% | 10,663 | +7.7% | 0.00% | – |
Q4 2020 | $373,000 | +1.9% | 9,899 | -12.1% | 0.00% | – |
Q3 2020 | $366,000 | +251.9% | 11,264 | +221.3% | 0.00% | – |
Q2 2020 | $104,000 | +271.4% | 3,506 | +202.0% | 0.00% | – |
Q1 2020 | $28,000 | -76.7% | 1,161 | -66.6% | 0.00% | – |
Q4 2019 | $120,000 | -75.8% | 3,475 | -77.7% | 0.00% | – |
Q3 2019 | $496,000 | +1027.3% | 15,595 | +1050.9% | 0.00% | – |
Q2 2019 | $44,000 | +33.3% | 1,355 | +33.2% | 0.00% | – |
Q1 2019 | $33,000 | – | 1,017 | – | 0.00% | – |
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% |