SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,057 | -3.2% | 11,382 | +1.3% | 0.11% | -0.9% |
| Q2 2023 | $379,262 | +2.1% | 11,231 | +1.9% | 0.12% | -2.5% |
| Q1 2023 | $371,431 | +7.1% | 11,018 | +0.0% | 0.12% | +3.5% |
| Q4 2022 | $346,696 | +13.3% | 11,017 | -0.0% | 0.11% | +8.6% |
| Q3 2022 | $306,000 | -8.9% | 11,018 | +2.3% | 0.10% | -3.7% |
| Q2 2022 | $336,000 | -23.1% | 10,768 | -6.5% | 0.11% | -11.4% |
| Q1 2022 | $437,000 | -54.9% | 11,522 | -50.9% | 0.12% | -8.2% |
| Q4 2021 | $968,000 | +98.8% | 23,486 | +100.3% | 0.13% | -4.3% |
| Q3 2021 | $487,000 | +2.3% | 11,727 | +2.5% | 0.14% | +2.9% |
| Q2 2021 | $476,000 | +4.8% | 11,446 | -0.7% | 0.14% | -0.7% |
| Q1 2021 | $454,000 | +2.7% | 11,525 | -1.9% | 0.14% | -3.5% |
| Q4 2020 | $442,000 | +14.8% | 11,752 | -0.8% | 0.14% | +2.9% |
| Q3 2020 | $385,000 | +3.8% | 11,849 | -5.6% | 0.14% | +2.2% |
| Q2 2020 | $371,000 | +29.7% | 12,549 | +7.0% | 0.14% | +12.5% |
| Q1 2020 | $286,000 | -30.2% | 11,724 | -0.8% | 0.12% | -17.2% |
| Q4 2019 | $410,000 | +11.7% | 11,819 | +2.4% | 0.14% | +8.2% |
| Q3 2019 | $367,000 | +7.3% | 11,547 | +10.0% | 0.13% | +5.5% |
| Q2 2019 | $342,000 | +1.8% | 10,493 | +0.8% | 0.13% | -0.8% |
| Q1 2019 | $336,000 | +17.5% | 10,408 | +6.1% | 0.13% | +5.8% |
| Q4 2018 | $286,000 | -12.0% | 9,813 | +7.8% | 0.12% | +5.2% |
| Q3 2018 | $325,000 | +6.6% | 9,102 | +7.7% | 0.12% | +4.5% |
| Q2 2018 | $305,000 | -3.8% | 8,454 | -2.8% | 0.11% | -5.2% |
| Q1 2018 | $317,000 | +17.4% | 8,694 | +17.9% | 0.12% | +18.4% |
| Q4 2017 | $270,000 | +5.5% | 7,372 | +3.1% | 0.10% | +1.0% |
| Q3 2017 | $256,000 | +12.3% | 7,153 | +5.4% | 0.10% | +7.8% |
| Q2 2017 | $228,000 | +11.2% | 6,785 | +3.9% | 0.09% | +9.8% |
| Q1 2017 | $205,000 | -1.0% | 6,530 | -0.9% | 0.08% | +2.5% |
| Q3 2014 | $207,000 | -10.0% | 6,591 | -1.6% | 0.08% | -8.0% |
| Q2 2014 | $230,000 | -9.4% | 6,700 | -12.9% | 0.09% | -13.0% |
| Q1 2014 | $254,000 | +1.6% | 7,696 | -1.7% | 0.10% | 0.0% |
| Q4 2013 | $250,000 | – | 7,832 | – | 0.10% | – |
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% |