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 | $311,374 | -4.5% | 9,655 | 0.0% | 0.18% | +3.5% |
| Q2 2023 | $326,049 | +0.2% | 9,655 | 0.0% | 0.17% | -4.4% |
| Q1 2023 | $325,470 | +7.1% | 9,655 | 0.0% | 0.18% | +2.9% |
| Q4 2022 | $303,843 | +13.4% | 9,655 | 0.0% | 0.18% | +4.2% |
| Q3 2022 | $268,000 | -11.3% | 9,655 | 0.0% | 0.17% | -7.7% |
| Q2 2022 | $302,000 | -17.7% | 9,655 | 0.0% | 0.18% | +2.2% |
| Q1 2022 | $367,000 | -7.1% | 9,655 | 0.0% | 0.18% | -1.1% |
| Q4 2021 | $395,000 | -1.5% | 9,655 | 0.0% | 0.18% | -11.3% |
| Q3 2021 | $401,000 | -0.2% | 9,655 | 0.0% | 0.20% | +1.0% |
| Q2 2021 | $402,000 | +5.5% | 9,655 | 0.0% | 0.20% | -1.0% |
| Q1 2021 | $381,000 | +4.7% | 9,655 | 0.0% | 0.20% | 0.0% |
| Q4 2020 | $364,000 | +15.9% | 9,655 | 0.0% | 0.20% | +4.6% |
| Q3 2020 | $314,000 | +10.2% | 9,655 | 0.0% | 0.19% | -2.5% |
| Q2 2020 | $285,000 | +20.8% | 9,655 | -0.4% | 0.20% | +5.3% |
| Q1 2020 | $236,000 | – | 9,690 | – | 0.19% | – |
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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% |