SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $462,949 | +18.0% | 14,355 | +23.6% | 0.03% | +23.1% |
Q2 2023 | $392,272 | +7.3% | 11,616 | +7.1% | 0.03% | +4.0% |
Q1 2023 | $365,450 | +61.7% | 10,841 | +50.9% | 0.02% | +47.1% |
Q4 2022 | $226,017 | +22.8% | 7,182 | +8.0% | 0.02% | +13.3% |
Q3 2022 | $184,000 | -8.5% | 6,648 | +3.3% | 0.02% | 0.0% |
Q2 2022 | $201,000 | -12.2% | 6,435 | +6.8% | 0.02% | 0.0% |
Q1 2022 | $229,000 | +20.5% | 6,023 | +29.7% | 0.02% | +25.0% |
Q4 2021 | $190,000 | -0.5% | 4,643 | +0.9% | 0.01% | 0.0% |
Q3 2021 | $191,000 | +9.8% | 4,600 | +9.7% | 0.01% | +9.1% |
Q2 2021 | $174,000 | +24.3% | 4,193 | +18.0% | 0.01% | +10.0% |
Q1 2021 | $140,000 | +10.2% | 3,553 | +5.6% | 0.01% | +11.1% |
Q4 2020 | $127,000 | +1.6% | 3,364 | -12.4% | 0.01% | -10.0% |
Q3 2020 | $125,000 | +5.0% | 3,842 | -4.4% | 0.01% | 0.0% |
Q2 2020 | $119,000 | +35.2% | 4,020 | +11.9% | 0.01% | +11.1% |
Q1 2020 | $88,000 | – | 3,591 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |