SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,838 | -4.5% | 150 | 0.0% | 0.00% | – |
| Q2 2023 | $5,066 | -17.0% | 150 | -17.1% | 0.00% | – |
| Q1 2023 | $6,102 | +7.1% | 181 | 0.0% | 0.00% | – |
| Q4 2022 | $5,696 | +13.9% | 181 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | -82.8% | 181 | -80.8% | 0.00% | -100.0% |
| Q2 2022 | $29,000 | -19.4% | 941 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -7.7% | 941 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | -18.8% | 941 | -19.3% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | -17.2% | 1,166 | -16.2% | 0.00% | -33.3% |
| Q2 2021 | $58,000 | -27.5% | 1,391 | -31.7% | 0.00% | -25.0% |
| Q1 2021 | $80,000 | -17.5% | 2,037 | -21.0% | 0.00% | -33.3% |
| Q4 2020 | $97,000 | +15.5% | 2,580 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $84,000 | -92.5% | 2,580 | -93.2% | 0.01% | -93.7% |
| Q2 2020 | $1,120,000 | -2.0% | 37,884 | -19.1% | 0.08% | -18.6% |
| Q1 2020 | $1,143,000 | +36.1% | 46,846 | +93.2% | 0.10% | +73.2% |
| Q4 2019 | $840,000 | +11.4% | 24,250 | +2.2% | 0.06% | +3.7% |
| Q3 2019 | $754,000 | +16.5% | 23,725 | +19.8% | 0.05% | +12.5% |
| Q2 2019 | $647,000 | +2.4% | 19,808 | +1.1% | 0.05% | -2.0% |
| Q1 2019 | $632,000 | +36.5% | 19,598 | +23.3% | 0.05% | +14.0% |
| Q4 2018 | $463,000 | +864.6% | 15,899 | +1077.7% | 0.04% | +975.0% |
| Q3 2018 | $48,000 | – | 1,350 | – | 0.00% | – |
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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% |