SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,193 | -98.3% | 37 | -98.3% | 0.00% | -100.0% |
| Q4 2022 | $70,335 | +6933.5% | 2,235 | +8177.8% | 0.01% | – |
| Q3 2022 | $1,000 | -88.9% | 27 | -88.3% | 0.00% | -100.0% |
| Q1 2022 | $9,000 | -25.0% | 230 | -19.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | 0.0% | 284 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $12,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 284 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -92.5% | 284 | -93.3% | 0.00% | -94.1% |
| Q4 2019 | $146,000 | +9.0% | 4,227 | 0.0% | 0.05% | +30.8% |
| Q3 2019 | $134,000 | +13300.0% | 4,227 | +10209.8% | 0.04% | – |
| Q4 2018 | $1,000 | -83.3% | 41 | -76.4% | 0.00% | -100.0% |
| Q3 2018 | $6,000 | -40.0% | 174 | -35.8% | 0.00% | -60.0% |
| Q1 2018 | $10,000 | 0.0% | 271 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $10,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | – | 271 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |