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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,235,710 | -2.4% | 131,340 | +2.2% | 0.14% | +0.7% |
| Q2 2023 | $4,338,494 | +6.3% | 128,472 | +6.1% | 0.14% | 0.0% |
| Q1 2023 | $4,080,018 | +8.8% | 121,033 | +1.5% | 0.14% | 0.0% |
| Q4 2022 | $3,751,628 | +555.9% | 119,213 | +551.8% | 0.14% | +1041.7% |
| Q2 2022 | $572,000 | +52.5% | 18,290 | +85.4% | 0.01% | -7.7% |
| Q1 2022 | $375,000 | -14.8% | 9,865 | -8.3% | 0.01% | -7.1% |
| Q4 2021 | $440,000 | +37.9% | 10,757 | +40.3% | 0.01% | +7.7% |
| Q2 2021 | $319,000 | +57.9% | 7,667 | +10.4% | 0.01% | -35.0% |
| Q4 2018 | $202,000 | – | 6,943 | – | 0.02% | – |
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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% |