SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,425,000 | -82.8% | 45,618 | -79.1% | 0.28% | -79.6% |
| Q1 2022 | $8,301,000 | -11.0% | 218,617 | -4.0% | 1.36% | -4.8% |
| Q4 2021 | $9,323,000 | +0.6% | 227,794 | +2.0% | 1.43% | +19.2% |
| Q3 2021 | $9,271,000 | -0.1% | 223,291 | +0.1% | 1.20% | -19.2% |
| Q2 2021 | $9,284,000 | +5.9% | 223,163 | +0.4% | 1.48% | -5.0% |
| Q1 2021 | $8,764,000 | -1.4% | 222,338 | -5.9% | 1.56% | -7.5% |
| Q4 2020 | $8,891,000 | +13.7% | 236,165 | -1.7% | 1.69% | +4.5% |
| Q3 2020 | $7,818,000 | -6.8% | 240,364 | -15.2% | 1.62% | -10.7% |
| Q2 2020 | $8,386,000 | +62.6% | 283,605 | +34.1% | 1.81% | +39.0% |
| Q1 2020 | $5,158,000 | -30.2% | 211,442 | -0.9% | 1.30% | -19.2% |
| Q4 2019 | $7,391,000 | +5.2% | 213,296 | -3.5% | 1.61% | +0.6% |
| Q3 2019 | $7,028,000 | -4.1% | 221,003 | -1.6% | 1.60% | +0.5% |
| Q2 2019 | $7,328,000 | -2.7% | 224,535 | -3.9% | 1.59% | -3.2% |
| Q1 2019 | $7,532,000 | – | 233,554 | – | 1.64% | – |
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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% |