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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $74 | -99.9% | 2,198 | +48.5% | 0.01% | +50.0% |
| Q4 2021 | $61,000 | +1933.3% | 1,480 | +1425.8% | 0.00% | – |
| Q3 2020 | $3,000 | -50.0% | 97 | -45.8% | 0.00% | -100.0% |
| Q1 2019 | $6,000 | -70.0% | 179 | -74.0% | 0.00% | -66.7% |
| Q4 2018 | $20,000 | -35.5% | 689 | -19.5% | 0.00% | -25.0% |
| Q3 2018 | $31,000 | -90.8% | 856 | -92.7% | 0.00% | -94.1% |
| Q4 2015 | $336,000 | -1.2% | 11,666 | -2.2% | 0.07% | 0.0% |
| Q3 2015 | $340,000 | -57.0% | 11,926 | -52.8% | 0.07% | -52.4% |
| Q2 2015 | $790,000 | -58.2% | 25,247 | -59.7% | 0.14% | -59.8% |
| Q1 2015 | $1,891,000 | -24.5% | 62,690 | -27.7% | 0.36% | -28.1% |
| Q4 2014 | $2,503,000 | -73.6% | 86,750 | -71.3% | 0.50% | -75.9% |
| Q3 2014 | $9,478,000 | -4.0% | 302,427 | +5.0% | 2.05% | -6.3% |
| Q2 2014 | $9,873,000 | +8.9% | 288,107 | +4.9% | 2.19% | +2.3% |
| Q1 2014 | $9,064,000 | +11.7% | 274,577 | +8.0% | 2.14% | +8.0% |
| Q4 2013 | $8,114,000 | +6.0% | 254,207 | +2.4% | 1.98% | -8.5% |
| Q3 2013 | $7,658,000 | +25.1% | 248,237 | +9.5% | 2.17% | +18.9% |
| Q2 2013 | $6,123,000 | – | 226,692 | – | 1.82% | – |
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% |