SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $387,000 | -45.4% | 13,949 | -38.6% | 0.01% | -47.8% |
| Q2 2022 | $709,000 | -77.3% | 22,714 | -72.4% | 0.02% | -73.9% |
| Q1 2022 | $3,123,000 | -83.9% | 82,261 | -82.7% | 0.09% | -83.8% |
| Q4 2021 | $19,457,000 | +4.6% | 475,373 | +6.1% | 0.54% | -3.6% |
| Q3 2021 | $18,607,000 | +11.5% | 448,142 | +11.8% | 0.56% | +9.7% |
| Q2 2021 | $16,682,000 | +20.0% | 401,008 | +13.8% | 0.51% | +9.4% |
| Q1 2021 | $13,896,000 | +23.5% | 352,504 | +18.0% | 0.47% | +5.2% |
| Q4 2020 | $11,252,000 | +26.2% | 298,849 | +9.0% | 0.45% | +11.2% |
| Q3 2020 | $8,916,000 | +6.3% | 274,074 | -3.4% | 0.40% | -14.1% |
| Q2 2020 | $8,389,000 | +2.7% | 283,690 | -15.2% | 0.47% | -26.6% |
| Q1 2020 | $8,167,000 | -16.1% | 334,697 | +19.1% | 0.64% | +7.6% |
| Q4 2019 | $9,739,000 | +10.5% | 281,078 | +1.4% | 0.59% | +1.7% |
| Q3 2019 | $8,814,000 | -4.7% | 277,170 | -2.2% | 0.58% | -6.7% |
| Q2 2019 | $9,249,000 | -0.4% | 283,372 | -1.6% | 0.62% | -3.7% |
| Q1 2019 | $9,284,000 | +6.4% | 287,889 | -4.0% | 0.65% | -12.6% |
| Q4 2018 | $8,728,000 | +323.5% | 299,946 | +418.9% | 0.74% | +368.4% |
| Q3 2018 | $2,061,000 | -1.5% | 57,809 | -0.4% | 0.16% | -12.2% |
| Q2 2018 | $2,093,000 | -1.2% | 58,032 | 0.0% | 0.18% | +1.7% |
| Q1 2018 | $2,119,000 | +3.9% | 58,032 | +4.2% | 0.18% | +6.0% |
| Q4 2017 | $2,039,000 | +5.2% | 55,669 | +2.8% | 0.17% | -0.6% |
| Q3 2017 | $1,939,000 | -4.8% | 54,129 | -10.6% | 0.17% | -9.2% |
| Q2 2017 | $2,036,000 | -11.2% | 60,541 | -17.3% | 0.18% | -13.1% |
| Q1 2017 | $2,294,000 | -2.0% | 73,214 | -9.0% | 0.21% | -6.6% |
| Q4 2016 | $2,342,000 | +979.3% | 80,466 | +1044.1% | 0.23% | +936.4% |
| Q3 2016 | $217,000 | +2.4% | 7,033 | -4.4% | 0.02% | +10.0% |
| Q2 2016 | $212,000 | -4.1% | 7,357 | -3.5% | 0.02% | -16.7% |
| Q1 2016 | $221,000 | -89.9% | 7,627 | -89.9% | 0.02% | -89.7% |
| Q4 2015 | $2,184,000 | – | 75,763 | – | 0.23% | – |
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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% |