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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $965 | -18.4% | 28,581 | -18.6% | 0.00% | -50.0% |
| Q1 2023 | $1,183 | +54.0% | 35,100 | +43.9% | 0.00% | +100.0% |
| Q4 2022 | $768 | -99.9% | 24,400 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $672,000 | -35.4% | 24,200 | -27.3% | 0.00% | 0.0% |
| Q2 2022 | $1,040,000 | +34.9% | 33,300 | +76.8% | 0.00% | 0.0% |
| Q4 2021 | $771,000 | -59.8% | 18,837 | -59.2% | 0.00% | -50.0% |
| Q3 2021 | $1,918,000 | -11.5% | 46,200 | -11.3% | 0.00% | -33.3% |
| Q2 2021 | $2,167,000 | -34.5% | 52,100 | -37.9% | 0.00% | -25.0% |
| Q1 2021 | $3,307,000 | +151.7% | 83,900 | +140.4% | 0.00% | +300.0% |
| Q4 2020 | $1,314,000 | +251.3% | 34,900 | +203.5% | 0.00% | – |
| Q3 2020 | $374,000 | +13.7% | 11,500 | -14.8% | 0.00% | – |
| Q1 2020 | $329,000 | -66.1% | 13,500 | -59.5% | 0.00% | -100.0% |
| Q4 2018 | $970,000 | +261.9% | 33,350 | +354.7% | 0.00% | – |
| Q2 2018 | $268,000 | 0.0% | 7,334 | 0.0% | 0.00% | – |
| Q1 2018 | $268,000 | -53.1% | 7,334 | -53.0% | 0.00% | -100.0% |
| Q4 2017 | $572,000 | – | 15,617 | – | 0.00% | – |
Download | ||||||
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% |