SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,965 | -71.5% | 309 | -75.6% | 0.00% | -100.0% |
| Q3 2022 | $35,000 | -10.3% | 1,264 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -18.8% | 1,264 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $48,000 | -25.0% | 1,264 | -19.3% | 0.00% | 0.0% |
| Q4 2021 | $64,000 | -1.5% | 1,566 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $65,000 | +441.7% | 1,559 | +428.5% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 295 | +0.7% | 0.00% | – |
| Q1 2021 | $12,000 | +1100.0% | 293 | +597.6% | 0.00% | – |
| Q1 2019 | $1,000 | -83.3% | 42 | -79.5% | 0.00% | – |
| Q3 2015 | $6,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q2 2015 | $6,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 205 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | – | 205 | – | 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% |