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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $521,089 | -74.3% | 15,458 | -76.0% | 0.00% | – |
Q4 2022 | $2,025,629 | +446.0% | 64,367 | +381.7% | 0.00% | – |
Q3 2022 | $371,000 | -85.9% | 13,362 | -79.2% | 0.00% | -100.0% |
Q4 2021 | $2,624,000 | +23.9% | 64,103 | +25.7% | 0.00% | – |
Q3 2021 | $2,118,000 | -56.4% | 51,014 | -58.6% | 0.00% | -100.0% |
Q1 2021 | $4,855,000 | -60.3% | 123,157 | -62.1% | 0.00% | -66.7% |
Q4 2020 | $12,238,000 | +1276.6% | 325,045 | +1088.8% | 0.00% | – |
Q3 2020 | $889,000 | -91.7% | 27,342 | -92.4% | 0.00% | -100.0% |
Q2 2020 | $10,664,000 | +79.3% | 360,635 | +110.2% | 0.00% | +33.3% |
Q4 2019 | $5,946,000 | +280.7% | 171,608 | +249.5% | 0.00% | +200.0% |
Q3 2019 | $1,562,000 | -80.4% | 49,108 | -79.9% | 0.00% | -75.0% |
Q2 2019 | $7,965,000 | +137.4% | 244,032 | +134.6% | 0.00% | +100.0% |
Q1 2019 | $3,355,000 | -80.6% | 104,020 | -82.5% | 0.00% | -77.8% |
Q4 2018 | $17,327,000 | +24.0% | 595,436 | +52.0% | 0.01% | +50.0% |
Q3 2018 | $13,970,000 | -14.3% | 391,765 | -12.3% | 0.01% | -33.3% |
Q1 2018 | $16,303,000 | +29.5% | 446,545 | +29.9% | 0.01% | +12.5% |
Q4 2017 | $12,588,000 | +3127.7% | 343,666 | +2662.6% | 0.01% | – |
Q1 2017 | $390,000 | -19.9% | 12,440 | -26.1% | 0.00% | -100.0% |
Q1 2016 | $487,000 | -22.9% | 16,831 | -16.7% | 0.00% | 0.0% |
Q2 2015 | $632,000 | -75.7% | 20,200 | -76.6% | 0.00% | -50.0% |
Q1 2015 | $2,605,000 | – | 86,377 | – | 0.00% | – |
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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% |