SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,493,489 | -4.1% | 170,341 | +0.5% | 0.24% | 0.0% |
| Q2 2023 | $5,725,940 | +2.8% | 169,557 | +2.6% | 0.24% | -4.3% |
| Q1 2023 | $5,571,391 | +54217.9% | 165,274 | -49.3% | 0.25% | -8.3% |
| Q4 2022 | $10,257 | -99.7% | 325,912 | +143.0% | 0.28% | +10.8% |
| Q3 2022 | $3,722,000 | -1.1% | 134,113 | +11.3% | 0.25% | -10.1% |
| Q2 2022 | $3,762,000 | -8.4% | 120,449 | +11.4% | 0.28% | +23.1% |
| Q1 2022 | $4,107,000 | -0.9% | 108,167 | +6.8% | 0.22% | +7.1% |
| Q4 2021 | $4,144,000 | +3.7% | 101,247 | +5.2% | 0.21% | -4.5% |
| Q3 2021 | $3,996,000 | +6.5% | 96,230 | +6.7% | 0.22% | +6.3% |
| Q2 2021 | $3,753,000 | +9.6% | 90,204 | +3.8% | 0.21% | +1.5% |
| Q1 2021 | $3,424,000 | -1.4% | 86,860 | -5.9% | 0.20% | -5.1% |
| Q4 2020 | $3,474,000 | +19.5% | 92,262 | +3.2% | 0.22% | +3.9% |
| Q3 2020 | $2,907,000 | +9.1% | 89,364 | -0.9% | 0.21% | +5.1% |
| Q2 2020 | $2,665,000 | +30.2% | 90,136 | +7.4% | 0.20% | -1.0% |
| Q1 2020 | $2,047,000 | -46.5% | 83,907 | -24.1% | 0.20% | -40.4% |
| Q4 2019 | $3,829,000 | +9.4% | 110,508 | +0.4% | 0.33% | -0.3% |
| Q3 2019 | $3,499,000 | -1.1% | 110,023 | +1.5% | 0.34% | -1.8% |
| Q2 2019 | $3,537,000 | -1.8% | 108,367 | -2.9% | 0.34% | -5.3% |
| Q1 2019 | $3,601,000 | +9.4% | 111,647 | -1.3% | 0.36% | -4.3% |
| Q4 2018 | $3,291,000 | +37.3% | 113,077 | +68.2% | 0.38% | +39.3% |
| Q3 2018 | $2,397,000 | +1.4% | 67,216 | +2.5% | 0.27% | -0.7% |
| Q2 2018 | $2,365,000 | +14.9% | 65,565 | +16.3% | 0.27% | +5.4% |
| Q1 2018 | $2,059,000 | +0.1% | 56,395 | +0.5% | 0.26% | +6.2% |
| Q4 2017 | $2,056,000 | +5.9% | 56,122 | +3.5% | 0.24% | -17.1% |
| Q3 2017 | $1,942,000 | +7.6% | 54,209 | +1.0% | 0.29% | +1.4% |
| Q2 2017 | $1,804,000 | +7.9% | 53,654 | +0.5% | 0.29% | +1.8% |
| Q1 2017 | $1,672,000 | -11.3% | 53,375 | -17.6% | 0.28% | -16.5% |
| Q4 2016 | $1,884,000 | +11.0% | 64,741 | +17.8% | 0.34% | +0.9% |
| Q3 2016 | $1,697,000 | +6.7% | 54,940 | -0.5% | 0.34% | -0.9% |
| Q2 2016 | $1,591,000 | -6.4% | 55,240 | -5.9% | 0.34% | -15.0% |
| Q1 2016 | $1,699,000 | -15.2% | 58,686 | -15.5% | 0.40% | -23.5% |
| Q4 2015 | $2,003,000 | +54.1% | 69,483 | +52.5% | 0.52% | +23.9% |
| Q3 2015 | $1,300,000 | -10.0% | 45,550 | -1.3% | 0.42% | -14.1% |
| Q2 2015 | $1,445,000 | +4.5% | 46,161 | +0.7% | 0.49% | +4.2% |
| Q1 2015 | $1,383,000 | +21.5% | 45,860 | +16.3% | 0.47% | +20.2% |
| Q4 2014 | $1,138,000 | +29.0% | 39,435 | +40.0% | 0.39% | +22.9% |
| Q3 2014 | $882,000 | -7.1% | 28,159 | +1.7% | 0.32% | -3.0% |
| Q2 2014 | $949,000 | +38.5% | 27,685 | +33.4% | 0.33% | +31.6% |
| Q1 2014 | $685,000 | +5.5% | 20,756 | +2.0% | 0.25% | +6.8% |
| Q4 2013 | $649,000 | +6.0% | 20,346 | +2.6% | 0.23% | -7.5% |
| Q3 2013 | $612,000 | -42.6% | 19,834 | -49.7% | 0.25% | +10.0% |
| Q2 2013 | $1,066,000 | – | 39,470 | – | 0.23% | – |
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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% |