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 | $360,241 | -4.5% | 11,170 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $377,219 | +0.6% | 11,170 | +0.4% | 0.03% | 0.0% |
| Q1 2023 | $374,870 | +13.6% | 11,120 | +6.0% | 0.03% | +8.0% |
| Q4 2022 | $330,087 | +14.2% | 10,488 | +0.6% | 0.02% | +4.2% |
| Q3 2022 | $289,000 | -12.2% | 10,426 | -1.1% | 0.02% | -7.7% |
| Q2 2022 | $329,000 | -20.5% | 10,541 | -3.3% | 0.03% | -7.1% |
| Q1 2022 | $414,000 | -3.5% | 10,903 | +4.1% | 0.03% | 0.0% |
| Q4 2021 | $429,000 | +3.9% | 10,475 | +5.6% | 0.03% | -12.5% |
| Q2 2021 | $413,000 | +14.7% | 9,916 | +8.7% | 0.03% | -8.6% |
| Q1 2021 | $360,000 | +12.1% | 9,125 | +6.9% | 0.04% | +6.1% |
| Q4 2020 | $321,000 | +4.6% | 8,534 | -3.6% | 0.03% | -15.4% |
| Q4 2019 | $307,000 | – | 8,856 | – | 0.04% | – |
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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% |