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 | $302,354 | -5.9% | 9,375 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $321,367 | -6.9% | 9,516 | -7.1% | 0.01% | -7.7% |
| Q1 2023 | $345,303 | -12.0% | 10,243 | -17.9% | 0.01% | -13.3% |
| Q4 2022 | $392,536 | +6.7% | 12,473 | -5.8% | 0.02% | 0.0% |
| Q3 2022 | $368,000 | -13.6% | 13,243 | -3.0% | 0.02% | -6.2% |
| Q2 2022 | $426,000 | -15.5% | 13,648 | +2.9% | 0.02% | -5.9% |
| Q1 2022 | $504,000 | -7.7% | 13,268 | -0.5% | 0.02% | -5.6% |
| Q4 2021 | $546,000 | -1.4% | 13,341 | +0.0% | 0.02% | -10.0% |
| Q3 2021 | $554,000 | +1.8% | 13,337 | +2.0% | 0.02% | 0.0% |
| Q2 2021 | $544,000 | -1.1% | 13,079 | -6.3% | 0.02% | -4.8% |
| Q1 2021 | $550,000 | +3.0% | 13,958 | -1.6% | 0.02% | -4.5% |
| Q4 2020 | $534,000 | +12.9% | 14,187 | -2.5% | 0.02% | +4.8% |
| Q3 2020 | $473,000 | +0.2% | 14,544 | -8.8% | 0.02% | -8.7% |
| Q2 2020 | $472,000 | -53.0% | 15,945 | -61.2% | 0.02% | -62.3% |
| Q1 2020 | $1,004,000 | -36.2% | 41,134 | -9.4% | 0.06% | -25.6% |
| Q4 2019 | $1,574,000 | +6.3% | 45,420 | -2.5% | 0.08% | 0.0% |
| Q3 2019 | $1,481,000 | -1.1% | 46,575 | +1.5% | 0.08% | +1.2% |
| Q2 2019 | $1,498,000 | +1.0% | 45,890 | -0.2% | 0.08% | +1.2% |
| Q1 2019 | $1,483,000 | +11.9% | 45,999 | +1.0% | 0.08% | +1.3% |
| Q4 2018 | $1,325,000 | +63.0% | 45,522 | +99.7% | 0.08% | +79.5% |
| Q3 2018 | $813,000 | -0.9% | 22,794 | +0.2% | 0.04% | -4.3% |
| Q2 2018 | $820,000 | -1.7% | 22,739 | -0.5% | 0.05% | -4.2% |
| Q1 2018 | $834,000 | -0.7% | 22,851 | -0.3% | 0.05% | -2.0% |
| Q4 2017 | $840,000 | +1.1% | 22,930 | -1.2% | 0.05% | -3.9% |
| Q3 2017 | $831,000 | +1.6% | 23,210 | -4.6% | 0.05% | -1.9% |
| Q2 2017 | $818,000 | +8.2% | 24,329 | +0.8% | 0.05% | -1.9% |
| Q1 2017 | $756,000 | +16.1% | 24,133 | +7.8% | 0.05% | +8.2% |
| Q4 2016 | $651,000 | +7.4% | 22,381 | +14.0% | 0.05% | +2.1% |
| Q3 2016 | $606,000 | +28.9% | 19,624 | +20.2% | 0.05% | +23.1% |
| Q2 2016 | $470,000 | +0.4% | 16,330 | +1.0% | 0.04% | -4.9% |
| Q1 2016 | $468,000 | +1.1% | 16,166 | +0.7% | 0.04% | +2.5% |
| Q4 2015 | $463,000 | +5.0% | 16,054 | +3.8% | 0.04% | 0.0% |
| Q3 2015 | $441,000 | -7.9% | 15,466 | +1.1% | 0.04% | -4.8% |
| Q2 2015 | $479,000 | +6.7% | 15,291 | +2.6% | 0.04% | 0.0% |
| Q1 2015 | $449,000 | +4.4% | 14,902 | -0.1% | 0.04% | +2.4% |
| Q4 2014 | $430,000 | +11.1% | 14,919 | +20.9% | 0.04% | +7.9% |
| Q3 2014 | $387,000 | +1.3% | 12,337 | +10.6% | 0.04% | 0.0% |
| Q2 2014 | $382,000 | +4.1% | 11,154 | +0.3% | 0.04% | 0.0% |
| Q1 2014 | $367,000 | +5.8% | 11,119 | +2.1% | 0.04% | +2.7% |
| Q4 2013 | $347,000 | +6.1% | 10,886 | +2.7% | 0.04% | -2.6% |
| Q3 2013 | $327,000 | +24.3% | 10,595 | +8.8% | 0.04% | +15.2% |
| Q2 2013 | $263,000 | – | 9,741 | – | 0.03% | – |
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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% |