SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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% | – |
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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% |