SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 257 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,673 | +1979.6% | 610 | +2078.6% | 0.00% | – |
Q2 2023 | $946 | -68.8% | 28 | -68.9% | 0.00% | – |
Q1 2023 | $3,034 | -77.5% | 90 | -79.0% | 0.00% | – |
Q4 2022 | $13,469 | +573.4% | 428 | +375.6% | 0.00% | – |
Q3 2022 | $2,000 | – | 90 | +1700.0% | 0.00% | – |
Q1 2022 | $0 | -100.0% | 5 | -98.6% | 0.00% | – |
Q3 2021 | $14,000 | -22.2% | 346 | -21.2% | 0.00% | – |
Q2 2021 | $18,000 | +1700.0% | 439 | +2095.0% | 0.00% | – |
Q1 2021 | $1,000 | -95.0% | 20 | -96.5% | 0.00% | – |
Q4 2019 | $20,000 | +300.0% | 572 | +236.5% | 0.00% | – |
Q3 2019 | $5,000 | -61.5% | 170 | -58.6% | 0.00% | – |
Q2 2019 | $13,000 | -76.4% | 411 | -75.8% | 0.00% | – |
Q1 2019 | $55,000 | +12.2% | 1,695 | 0.0% | 0.00% | – |
Q4 2018 | $49,000 | -32.9% | 1,695 | -15.2% | 0.00% | – |
Q1 2018 | $73,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
Q4 2017 | $73,000 | +1.4% | 2,000 | 0.0% | 0.00% | -100.0% |
Q3 2017 | $72,000 | +7.5% | 2,000 | 0.0% | 0.00% | – |
Q2 2017 | $67,000 | -46.4% | 2,000 | -50.0% | 0.00% | -100.0% |
Q1 2017 | $125,000 | +7.8% | 4,000 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $116,000 | -6.5% | 4,000 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $124,000 | +7.8% | 4,000 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $115,000 | -2.5% | 4,000 | -1.7% | 0.00% | 0.0% |
Q1 2016 | $118,000 | +2.6% | 4,068 | +1.7% | 0.00% | 0.0% |
Q4 2015 | $115,000 | +0.9% | 4,000 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $114,000 | +81.0% | 4,000 | +100.0% | 0.00% | 0.0% |
Q2 2015 | $63,000 | +5.0% | 2,000 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $60,000 | – | 2,000 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Morton Brown Family Wealth, LLC | 350,099 | $11,290,700 | 5.77% |
ACT WEALTH MANAGEMENT, LLC | 256,220 | $8,263,100 | 5.55% |
Strategic Financial Planning, Inc. | 151,520 | $4,886,518 | 4.50% |
Johnson Financial Group, LLC | 942,897 | $30,408,428 | 4.34% |
JFG Wealth Management, LLC | 337,598 | $10,887,536 | 3.56% |
McAdam, LLC | 1,314,252 | $42,384,623 | 3.48% |
Kathleen S. Wright Associates Inc. | 152,948 | $4,932,581 | 2.76% |
Brand Asset Management Group, Inc. | 165,042 | $5,322,604 | 2.73% |
Vise Technologies, Inc. | 326,210 | $10,520,277 | 2.59% |
HORIZON FINANCIAL SERVICES, LLC | 97,261 | $3,136,670 | 2.52% |