SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,643 | -2.7% | 16,268 | +1.9% | 0.01% | 0.0% |
| Q2 2023 | $538,935 | +6.4% | 15,959 | +6.2% | 0.01% | 0.0% |
| Q1 2023 | $506,459 | +6.0% | 15,024 | -1.1% | 0.01% | 0.0% |
| Q4 2022 | $477,840 | +10.6% | 15,184 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $432,000 | -11.3% | 15,578 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $487,000 | -18.4% | 15,578 | -0.9% | 0.01% | -10.0% |
| Q1 2022 | $597,000 | -7.2% | 15,718 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $643,000 | +12.4% | 15,718 | +14.1% | 0.01% | 0.0% |
| Q3 2021 | $572,000 | +1.2% | 13,776 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $565,000 | +14.8% | 13,581 | +8.9% | 0.01% | 0.0% |
| Q1 2021 | $492,000 | +25.5% | 12,470 | +19.8% | 0.01% | +11.1% |
| Q4 2020 | $392,000 | +32.0% | 10,409 | +13.9% | 0.01% | +12.5% |
| Q3 2020 | $297,000 | -1.7% | 9,135 | -10.7% | 0.01% | -11.1% |
| Q2 2020 | $302,000 | +21.3% | 10,225 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $249,000 | -34.5% | 10,225 | -6.7% | 0.01% | -18.2% |
| Q4 2019 | $380,000 | – | 10,965 | – | 0.01% | – |
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% |