SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $217,000 | +1.4% | 6,046 | -5.1% | 0.02% | -4.0% |
| Q2 2017 | $214,000 | +5.4% | 6,373 | -1.5% | 0.02% | 0.0% |
| Q1 2017 | $203,000 | +21.6% | 6,473 | +12.8% | 0.02% | +8.7% |
| Q4 2016 | $167,000 | -9.2% | 5,738 | -3.6% | 0.02% | -14.8% |
| Q3 2016 | $184,000 | -0.5% | 5,951 | -7.5% | 0.03% | -10.0% |
| Q2 2016 | $185,000 | -15.1% | 6,435 | -14.6% | 0.03% | -16.7% |
| Q1 2016 | $218,000 | -50.5% | 7,539 | -50.6% | 0.04% | -52.6% |
| Q4 2015 | $440,000 | +18.3% | 15,251 | +17.0% | 0.08% | -2.6% |
| Q3 2015 | $372,000 | -7.0% | 13,040 | +2.1% | 0.08% | -12.4% |
| Q2 2015 | $400,000 | +9.3% | 12,771 | +5.1% | 0.09% | -8.2% |
| Q1 2015 | $366,000 | +5.5% | 12,151 | +1.0% | 0.10% | -15.7% |
| Q4 2014 | $347,000 | -92.2% | 12,033 | -91.6% | 0.12% | -92.8% |
| Q3 2014 | $4,475,000 | +3.6% | 142,803 | +13.3% | 1.60% | +5.2% |
| Q2 2014 | $4,321,000 | +28.6% | 126,091 | +23.9% | 1.52% | +15.5% |
| Q1 2014 | $3,360,000 | – | 101,795 | – | 1.32% | – |
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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% |