SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,667 | -6.3% | 919,897 | -1.9% | 0.45% | -0.9% |
Q2 2023 | $31,668 | -0.8% | 937,757 | -1.0% | 0.45% | -4.9% |
Q1 2023 | $31,926 | +1.0% | 947,067 | -5.7% | 0.47% | +6.3% |
Q4 2022 | $31,607 | -99.9% | 1,004,358 | -0.6% | 0.44% | -10.1% |
Q3 2022 | $28,031,000 | -9.1% | 1,010,139 | +2.4% | 0.50% | -6.6% |
Q2 2022 | $30,821,000 | -34.2% | 986,910 | -20.0% | 0.53% | -24.2% |
Q1 2022 | $46,841,000 | -21.1% | 1,233,623 | -15.0% | 0.70% | -32.9% |
Q4 2021 | $59,393,000 | +12.8% | 1,451,098 | +14.5% | 1.04% | +3.3% |
Q3 2021 | $52,634,000 | -1.7% | 1,267,682 | -1.5% | 1.01% | -5.2% |
Q2 2021 | $53,520,000 | +3.0% | 1,286,547 | -2.4% | 1.06% | -2.6% |
Q1 2021 | $51,966,000 | +3.7% | 1,318,261 | -0.9% | 1.09% | -5.5% |
Q4 2020 | $50,108,000 | +13.9% | 1,330,893 | -1.6% | 1.16% | +0.9% |
Q3 2020 | $44,009,000 | +9.1% | 1,352,889 | -0.9% | 1.15% | -1.9% |
Q2 2020 | $40,353,000 | +1635.6% | 1,364,652 | +1332.3% | 1.17% | +1436.8% |
Q1 2020 | $2,325,000 | -43.9% | 95,274 | -20.4% | 0.08% | -27.6% |
Q4 2019 | $4,147,000 | -24.4% | 119,682 | -30.6% | 0.10% | -40.0% |
Q3 2019 | $5,487,000 | +5.8% | 172,555 | +8.7% | 0.18% | +6.7% |
Q2 2019 | $5,184,000 | +0.1% | 158,809 | -1.1% | 0.16% | -24.4% |
Q1 2019 | $5,178,000 | -0.9% | 160,562 | -10.6% | 0.22% | -14.2% |
Q4 2018 | $5,225,000 | +169.9% | 179,546 | +230.7% | 0.25% | +160.8% |
Q3 2018 | $1,936,000 | -1.3% | 54,289 | -0.2% | 0.10% | -4.9% |
Q2 2018 | $1,962,000 | -5.3% | 54,403 | -4.2% | 0.10% | -9.7% |
Q1 2018 | $2,072,000 | -16.2% | 56,759 | -15.9% | 0.11% | -27.1% |
Q4 2017 | $2,473,000 | +21.2% | 67,519 | +18.5% | 0.16% | +11.5% |
Q3 2017 | $2,041,000 | +7.4% | 56,969 | +0.8% | 0.14% | +3.0% |
Q2 2017 | $1,901,000 | +63.2% | 56,516 | +51.9% | 0.14% | +22.7% |
Q1 2017 | $1,165,000 | +102.3% | 37,194 | +88.0% | 0.11% | +77.4% |
Q4 2016 | $576,000 | +127.7% | 19,785 | +141.7% | 0.06% | +121.4% |
Q3 2016 | $253,000 | -35.1% | 8,185 | -34.2% | 0.03% | -36.4% |
Q3 2014 | $390,000 | – | 12,439 | – | 0.04% | – |
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% |