SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,085 | -18.2% | 9,584 | -14.4% | 0.00% | -50.0% |
| Q2 2023 | $378,021 | -14.5% | 11,194 | -14.6% | 0.00% | 0.0% |
| Q1 2023 | $442,006 | +22.3% | 13,112 | +14.2% | 0.00% | 0.0% |
| Q4 2022 | $361,402 | +23.3% | 11,484 | +8.9% | 0.00% | 0.0% |
| Q3 2022 | $293,000 | -10.4% | 10,541 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $327,000 | -21.8% | 10,459 | -4.9% | 0.00% | 0.0% |
| Q1 2022 | $418,000 | -6.9% | 11,002 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $449,000 | +4.9% | 10,979 | +6.5% | 0.00% | 0.0% |
| Q3 2021 | $428,000 | +24.1% | 10,305 | +24.3% | 0.00% | 0.0% |
| Q2 2021 | $345,000 | -37.5% | 8,290 | -40.8% | 0.00% | +100.0% |
| Q1 2021 | $552,000 | +103.7% | 14,012 | +68.5% | 0.00% | 0.0% |
| Q3 2020 | $271,000 | +10.2% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +21.2% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -29.5% | 8,317 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $288,000 | +9.1% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $264,000 | -2.6% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $271,000 | +1.1% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $268,000 | +10.7% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $242,000 | -18.5% | 8,317 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $297,000 | – | 8,317 | – | 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% |