SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,298,172 | -41.8% | 133,275 | -39.1% | 0.01% | -40.0% |
| Q2 2023 | $7,385,694 | -1.2% | 218,706 | -1.4% | 0.01% | 0.0% |
| Q1 2023 | $7,478,278 | +7.3% | 221,842 | +0.2% | 0.01% | -9.1% |
| Q4 2022 | $6,969,125 | +0.9% | 221,453 | -11.1% | 0.01% | -8.3% |
| Q3 2022 | $6,910,000 | -0.5% | 249,027 | +11.9% | 0.01% | 0.0% |
| Q2 2022 | $6,948,000 | +50.3% | 222,475 | +82.8% | 0.01% | +71.4% |
| Q1 2022 | $4,622,000 | +1135.8% | 121,735 | +1236.4% | 0.01% | +600.0% |
| Q4 2021 | $374,000 | +2.7% | 9,109 | +4.2% | 0.00% | 0.0% |
| Q3 2021 | $364,000 | +17.8% | 8,744 | +18.1% | 0.00% | 0.0% |
| Q2 2021 | $309,000 | +17.9% | 7,403 | +10.6% | 0.00% | 0.0% |
| Q1 2021 | $262,000 | +52.3% | 6,692 | +46.3% | 0.00% | – |
| Q4 2020 | $172,000 | +26.5% | 4,573 | +9.2% | 0.00% | – |
| Q3 2020 | $136,000 | +1260.0% | 4,187 | +1103.2% | 0.00% | – |
| Q2 2020 | $10,000 | +900.0% | 348 | +1350.0% | 0.00% | – |
| Q1 2020 | $1,000 | -99.2% | 24 | -99.4% | 0.00% | – |
| Q4 2019 | $133,000 | +259.5% | 3,857 | +235.7% | 0.00% | – |
| Q3 2019 | $37,000 | +8.8% | 1,149 | +10.0% | 0.00% | – |
| Q2 2019 | $34,000 | -24.4% | 1,045 | -26.0% | 0.00% | – |
| Q1 2019 | $45,000 | +25.0% | 1,412 | +15.6% | 0.00% | – |
| Q4 2018 | $36,000 | -28.0% | 1,221 | -13.6% | 0.00% | – |
| Q3 2018 | $50,000 | +150.0% | 1,414 | +144.2% | 0.00% | – |
| Q2 2018 | $20,000 | +11.1% | 579 | +15.8% | 0.00% | – |
| Q1 2018 | $18,000 | -35.7% | 500 | -32.8% | 0.00% | – |
| Q4 2017 | $28,000 | -55.6% | 744 | -57.4% | 0.00% | – |
| Q3 2017 | $63,000 | +53.7% | 1,745 | +44.3% | 0.00% | – |
| Q2 2017 | $41,000 | +10.8% | 1,209 | +3.4% | 0.00% | – |
| Q1 2017 | $37,000 | +5.7% | 1,169 | -3.9% | 0.00% | – |
| Q4 2016 | $35,000 | +1066.7% | 1,216 | +1166.7% | 0.00% | – |
| Q2 2015 | $3,000 | -40.0% | 96 | -38.5% | 0.00% | – |
| Q4 2014 | $5,000 | – | 156 | – | 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% |