SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $293,000 | +1.4% | 7,068 | +1.9% | 0.01% | -8.3% |
| Q2 2021 | $289,000 | -82.4% | 6,936 | -87.7% | 0.01% | -92.7% |
| Q4 2018 | $1,645,000 | +84.6% | 56,514 | +82.9% | 0.16% | +9.3% |
| Q4 2015 | $891,000 | -10.0% | 30,903 | -10.9% | 0.15% | -19.4% |
| Q3 2015 | $990,000 | -34.5% | 34,688 | -28.1% | 0.19% | -38.2% |
| Q2 2015 | $1,511,000 | -25.9% | 48,274 | -28.6% | 0.30% | -33.7% |
| Q1 2015 | $2,040,000 | -6.2% | 67,641 | -10.2% | 0.45% | -3.6% |
| Q4 2014 | $2,174,000 | +24.5% | 75,365 | +35.2% | 0.47% | +26.3% |
| Q3 2014 | $1,746,000 | – | 55,725 | – | 0.37% | – |
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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% |