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 | $16,962 | -5.8% | 526 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $17,998 | +1.9% | 533 | +1.7% | 0.00% | -20.0% |
| Q1 2023 | $17,666 | -7.7% | 524 | -13.8% | 0.01% | -16.7% |
| Q4 2022 | $19,135 | +12.6% | 608 | +1.0% | 0.01% | +20.0% |
| Q3 2022 | $17,000 | +6.2% | 602 | +16.2% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -20.0% | 518 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 518 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | 0.0% | 517 | +1.8% | 0.01% | -16.7% |
| Q3 2021 | $21,000 | 0.0% | 508 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 508 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | -25.9% | 506 | -29.2% | 0.01% | -25.0% |
| Q4 2020 | $27,000 | -28.9% | 715 | -38.3% | 0.01% | -38.5% |
| Q3 2020 | $38,000 | -52.5% | 1,158 | -57.4% | 0.01% | -50.0% |
| Q2 2020 | $80,000 | +21.2% | 2,718 | 0.0% | 0.03% | +4.0% |
| Q1 2020 | $66,000 | -45.0% | 2,718 | -21.4% | 0.02% | -28.6% |
| Q4 2019 | $120,000 | +207.7% | 3,460 | +185.2% | 0.04% | +169.2% |
| Q3 2019 | $39,000 | -2.5% | 1,213 | +0.2% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 1,211 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | 0.0% | 1,211 | -8.7% | 0.01% | -7.1% |
| Q4 2018 | $39,000 | -17.0% | 1,326 | +0.8% | 0.01% | -12.5% |
| Q3 2018 | $47,000 | – | 1,316 | – | 0.02% | – |
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% |