SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 278 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,196,060 | -6.8% | 37,761 | -0.6% | 0.21% | -6.6% |
| Q2 2023 | $1,282,814 | +1.3% | 37,987 | +1.1% | 0.23% | -7.3% |
| Q1 2023 | $1,266,006 | +7.9% | 37,556 | +0.7% | 0.25% | -1.2% |
| Q4 2022 | $1,173,496 | +35.8% | 37,290 | +19.2% | 0.25% | +20.9% |
| Q3 2022 | $864,000 | +52.1% | 31,271 | +72.9% | 0.21% | +52.6% |
| Q2 2022 | $568,000 | -12.3% | 18,089 | +6.0% | 0.14% | +3.8% |
| Q1 2022 | $648,000 | -3.3% | 17,061 | +4.3% | 0.13% | -3.0% |
| Q4 2021 | $670,000 | +14.3% | 16,363 | +15.7% | 0.13% | -26.0% |
| Q3 2021 | $586,000 | +8.3% | 14,137 | +8.8% | 0.18% | +13.1% |
| Q2 2021 | $541,000 | +17.1% | 12,991 | +6.3% | 0.16% | -11.6% |
| Q4 2020 | $462,000 | +12.4% | 12,217 | -3.5% | 0.18% | -15.8% |
| Q3 2020 | $411,000 | -6.4% | 12,665 | -14.8% | 0.22% | -29.7% |
| Q2 2020 | $439,000 | +28.7% | 14,863 | +5.7% | 0.31% | -9.2% |
| Q1 2020 | $341,000 | -27.6% | 14,064 | +3.0% | 0.34% | -14.7% |
| Q4 2019 | $471,000 | – | 13,655 | – | 0.40% | – |
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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% |