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 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 ↓ |
---|---|---|---|
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% |