SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,128 | -4.5% | 97 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,276 | +8.0% | 97 | +7.8% | 0.00% | 0.0% |
| Q1 2023 | $3,034 | +7.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,832 | +41.6% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 90 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $4,000 | +33.3% | 90 | +12.5% | 0.00% | +50.0% |
| Q1 2021 | $3,000 | -76.9% | 80 | -77.5% | 0.00% | -81.8% |
| Q4 2020 | $13,000 | +8.3% | 355 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 355 | 0.0% | 0.01% | +22.2% |
| Q2 2020 | $10,000 | -28.6% | 355 | -39.3% | 0.01% | -40.0% |
| Q1 2020 | $14,000 | -30.0% | 585 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $20,000 | +5.3% | 585 | -0.8% | 0.02% | -5.3% |
| Q3 2019 | $19,000 | -5.0% | 590 | -1.7% | 0.02% | -5.0% |
| Q2 2019 | $20,000 | 0.0% | 600 | -4.8% | 0.02% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 630 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $18,000 | -33.3% | 630 | -16.6% | 0.02% | -23.1% |
| Q3 2018 | $27,000 | +42.1% | 755 | +43.8% | 0.03% | +44.4% |
| Q2 2018 | $19,000 | -44.1% | 525 | -43.2% | 0.02% | -41.9% |
| Q1 2018 | $34,000 | +126.7% | 925 | +131.2% | 0.03% | +138.5% |
| Q4 2017 | $15,000 | – | 400 | – | 0.01% | – |
Download | ||||||
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% |