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 2023 | $3,148,818 | -4.7% | 97,638 | -0.3% | 0.14% | 0.0% |
| Q2 2023 | $3,305,501 | +8.9% | 97,883 | +8.8% | 0.14% | +1.5% |
| Q1 2023 | $3,034,023 | +6.0% | 90,004 | -1.0% | 0.14% | +0.7% |
| Q4 2022 | $2,861,902 | +14.8% | 90,941 | +1.2% | 0.14% | +3.8% |
| Q3 2022 | $2,493,000 | -11.1% | 89,826 | 0.0% | 0.13% | -11.0% |
| Q2 2022 | $2,805,000 | -17.8% | 89,826 | -0.0% | 0.15% | +5.0% |
| Q1 2022 | $3,412,000 | -7.8% | 89,862 | -0.6% | 0.14% | -6.1% |
| Q4 2021 | $3,700,000 | -1.0% | 90,398 | +0.4% | 0.15% | -12.4% |
| Q3 2021 | $3,738,000 | -0.3% | 90,028 | -0.1% | 0.17% | -5.6% |
| Q2 2021 | $3,750,000 | +5.5% | 90,142 | +0.0% | 0.18% | -1.6% |
| Q1 2021 | $3,553,000 | +5.5% | 90,131 | +0.7% | 0.18% | -7.6% |
| Q4 2020 | $3,369,000 | -6.9% | 89,486 | -19.5% | 0.20% | -21.2% |
| Q3 2020 | $3,617,000 | +9.5% | 111,202 | -0.5% | 0.25% | 0.0% |
| Q2 2020 | $3,304,000 | +6.8% | 111,735 | -11.8% | 0.25% | -13.5% |
| Q1 2020 | $3,093,000 | -56.8% | 126,750 | -38.7% | 0.29% | -51.6% |
| Q4 2019 | $7,165,000 | +9.0% | 206,791 | +0.1% | 0.60% | -2.6% |
| Q3 2019 | $6,571,000 | -12.4% | 206,631 | -10.1% | 0.61% | -14.3% |
| Q2 2019 | $7,504,000 | +55.2% | 229,891 | +53.3% | 0.72% | +47.4% |
| Q1 2019 | $4,836,000 | +10.8% | 149,956 | +0.0% | 0.48% | +6.1% |
| Q4 2018 | $4,364,000 | +48.8% | 149,952 | +82.4% | 0.46% | +75.8% |
| Q3 2018 | $2,932,000 | -0.4% | 82,214 | +0.7% | 0.26% | -5.8% |
| Q2 2018 | $2,945,000 | +4.0% | 81,633 | +5.3% | 0.28% | +1.5% |
| Q1 2018 | $2,831,000 | +209.7% | 77,535 | +210.6% | 0.27% | +195.7% |
| Q4 2017 | $914,000 | – | 24,960 | – | 0.09% | – |
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% |