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 | $1,508,092 | -8.6% | 46,763 | -4.3% | 0.00% | 0.0% |
| Q2 2023 | $1,650,603 | +106459.3% | 48,878 | +6.3% | 0.00% | -20.0% |
| Q1 2023 | $1,549 | +23.5% | 45,961 | +15.3% | 0.01% | +25.0% |
| Q4 2022 | $1,254 | -99.9% | 39,848 | -4.1% | 0.00% | -20.0% |
| Q3 2022 | $1,153,000 | -18.2% | 41,546 | -7.9% | 0.01% | -16.7% |
| Q2 2022 | $1,410,000 | -36.5% | 45,124 | -22.8% | 0.01% | -25.0% |
| Q1 2022 | $2,220,000 | +70.8% | 58,456 | +84.0% | 0.01% | +60.0% |
| Q4 2021 | $1,300,000 | +12.7% | 31,763 | +14.3% | 0.01% | -16.7% |
| Q3 2021 | $1,154,000 | +49.9% | 27,791 | +50.1% | 0.01% | +20.0% |
| Q2 2021 | $770,000 | +37.3% | 18,509 | +30.0% | 0.01% | +25.0% |
| Q1 2021 | $561,000 | -6.5% | 14,241 | -29.9% | 0.00% | -33.3% |
| Q2 2020 | $600,000 | -8.4% | 20,303 | -1.5% | 0.01% | -25.0% |
| Q3 2019 | $655,000 | +213.4% | 20,610 | +222.5% | 0.01% | +300.0% |
| Q2 2019 | $209,000 | -79.6% | 6,390 | -79.9% | 0.00% | -86.7% |
| Q1 2019 | $1,027,000 | +393.8% | 31,843 | +360.6% | 0.02% | -16.7% |
| Q1 2015 | $208,000 | – | 6,913 | – | 0.02% | – |
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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% |