SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,951 | -5.8% | 60,492 | -1.4% | 0.30% | -3.2% |
| Q2 2023 | $2,072 | -1.0% | 61,369 | -1.1% | 0.31% | -6.4% |
| Q1 2023 | $2,092 | +8.7% | 62,073 | +1.5% | 0.33% | +1.5% |
| Q4 2022 | $1,925 | -99.9% | 61,162 | +3.8% | 0.32% | +17.3% |
| Q3 2022 | $1,635,000 | -10.3% | 58,909 | +0.9% | 0.28% | -4.2% |
| Q2 2022 | $1,823,000 | -16.8% | 58,375 | +1.1% | 0.29% | -2.0% |
| Q1 2022 | $2,192,000 | -1.4% | 57,740 | +6.4% | 0.30% | +4.6% |
| Q4 2021 | $2,222,000 | -1.7% | 54,287 | -0.3% | 0.28% | -7.2% |
| Q3 2021 | $2,261,000 | -1.3% | 54,465 | -1.0% | 0.30% | -0.7% |
| Q2 2021 | $2,290,000 | +7.0% | 55,040 | +1.4% | 0.31% | +1.3% |
| Q1 2021 | $2,140,000 | +3.3% | 54,291 | -1.4% | 0.30% | -5.0% |
| Q4 2020 | $2,072,000 | +12.9% | 55,042 | -2.4% | 0.32% | -4.8% |
| Q3 2020 | $1,835,000 | +5.8% | 56,403 | -3.8% | 0.33% | -3.5% |
| Q2 2020 | $1,734,000 | +32.4% | 58,651 | +9.3% | 0.35% | +10.5% |
| Q1 2020 | $1,310,000 | -27.1% | 53,673 | +3.5% | 0.31% | -9.8% |
| Q4 2019 | $1,798,000 | +8.8% | 51,882 | -0.2% | 0.35% | -0.6% |
| Q3 2019 | $1,653,000 | -2.1% | 51,971 | +0.5% | 0.35% | -2.0% |
| Q2 2019 | $1,689,000 | -0.7% | 51,737 | -1.9% | 0.36% | -4.8% |
| Q1 2019 | $1,701,000 | +24.9% | 52,735 | +12.6% | 0.37% | +12.3% |
| Q4 2018 | $1,362,000 | -31.4% | 46,815 | -15.9% | 0.33% | -21.8% |
| Q3 2018 | $1,986,000 | -1.3% | 55,682 | -0.2% | 0.43% | -5.1% |
| Q2 2018 | $2,013,000 | +3.4% | 55,803 | +4.6% | 0.45% | +3.2% |
| Q1 2018 | $1,947,000 | +3.5% | 53,338 | +3.8% | 0.44% | +6.9% |
| Q4 2017 | $1,881,000 | +4.4% | 51,362 | +2.1% | 0.41% | +0.7% |
| Q3 2017 | $1,802,000 | +8.6% | 50,301 | +2.0% | 0.40% | +4.7% |
| Q2 2017 | $1,659,000 | +44.0% | 49,332 | +34.1% | 0.39% | +36.4% |
| Q1 2017 | $1,152,000 | +35.4% | 36,780 | +25.8% | 0.28% | +23.0% |
| Q4 2016 | $851,000 | +30.3% | 29,245 | +38.3% | 0.23% | +36.9% |
| Q3 2016 | $653,000 | +11.6% | 21,144 | +4.0% | 0.17% | +9.1% |
| Q2 2016 | $585,000 | +7.9% | 20,331 | +8.5% | 0.15% | +2.0% |
| Q1 2016 | $542,000 | -25.3% | 18,730 | -25.6% | 0.15% | -18.4% |
| Q4 2015 | $726,000 | +4.3% | 25,188 | +3.3% | 0.18% | -3.6% |
| Q3 2015 | $696,000 | -7.9% | 24,372 | +0.9% | 0.19% | +4.3% |
| Q2 2015 | $756,000 | +5.4% | 24,164 | +1.7% | 0.18% | +5.7% |
| Q1 2015 | $717,000 | – | 23,762 | – | 0.17% | – |
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% |