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 | $1,135,071 | -4.5% | 35,196 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,188,940 | +13.6% | 35,207 | +13.4% | 0.00% | 0.0% |
| Q1 2023 | $1,046,398 | +4.3% | 31,041 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $1,003,248 | +14.4% | 31,879 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $877,000 | -14.6% | 31,605 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $1,027,000 | -11.5% | 32,907 | +7.8% | 0.00% | 0.0% |
| Q1 2022 | $1,160,000 | +3.4% | 30,540 | +11.4% | 0.00% | 0.0% |
| Q4 2021 | $1,122,000 | -5.8% | 27,409 | -4.4% | 0.00% | -25.0% |
| Q3 2021 | $1,191,000 | -0.5% | 28,685 | -0.3% | 0.00% | +33.3% |
| Q2 2021 | $1,197,000 | -1.8% | 28,765 | -7.0% | 0.00% | -25.0% |
| Q1 2021 | $1,219,000 | +1.0% | 30,916 | -3.6% | 0.00% | 0.0% |
| Q4 2020 | $1,207,000 | +12.9% | 32,063 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $1,069,000 | +1.9% | 32,872 | -7.4% | 0.00% | -20.0% |
| Q2 2020 | $1,049,000 | -63.0% | 35,487 | -69.4% | 0.01% | -66.7% |
| Q1 2020 | $2,832,000 | +64.9% | 116,094 | +134.3% | 0.02% | +87.5% |
| Q4 2019 | $1,717,000 | +38.9% | 49,543 | +27.4% | 0.01% | +14.3% |
| Q3 2019 | $1,236,000 | -10.5% | 38,895 | -8.1% | 0.01% | -12.5% |
| Q2 2019 | $1,381,000 | -20.4% | 42,335 | -21.0% | 0.01% | -11.1% |
| Q1 2019 | $1,736,000 | -98.8% | 53,571 | -98.9% | 0.01% | -99.1% |
| Q4 2018 | $148,013,000 | +314821.3% | 5,086,364 | +386108.4% | 1.02% | +102200.0% |
| Q3 2018 | $47,000 | – | 1,317 | – | 0.00% | – |
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% |