SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764,487 | -2.5% | 23,705 | +2.1% | 0.20% | -1.5% |
| Q2 2023 | $784,005 | -0.7% | 23,216 | -0.8% | 0.20% | -1.5% |
| Q1 2023 | $789,320 | +5.9% | 23,415 | -1.1% | 0.20% | +3.6% |
| Q4 2022 | $745,367 | +12.9% | 23,685 | -0.4% | 0.20% | +11.3% |
| Q3 2022 | $660,000 | -10.9% | 23,785 | +0.2% | 0.18% | -2.2% |
| Q2 2022 | $741,000 | -12.4% | 23,740 | +6.6% | 0.18% | -6.7% |
| Q1 2022 | $846,000 | -6.0% | 22,270 | +1.3% | 0.19% | -2.5% |
| Q4 2021 | $900,000 | +13.5% | 21,980 | +15.1% | 0.20% | +6.4% |
| Q3 2021 | $793,000 | -1.7% | 19,095 | -1.6% | 0.19% | -1.1% |
| Q2 2021 | $807,000 | +12.7% | 19,410 | +6.9% | 0.19% | +8.0% |
| Q1 2021 | $716,000 | +4.7% | 18,152 | -0.1% | 0.18% | -8.9% |
| Q4 2020 | $684,000 | +14.4% | 18,168 | -1.1% | 0.19% | -4.0% |
| Q3 2020 | $598,000 | +7.4% | 18,370 | -2.5% | 0.20% | -0.5% |
| Q2 2020 | $557,000 | +96.1% | 18,848 | +62.1% | 0.20% | +60.8% |
| Q1 2020 | $284,000 | -15.7% | 11,626 | +19.5% | 0.12% | 0.0% |
| Q4 2019 | $337,000 | +12.7% | 9,732 | +3.5% | 0.12% | +10.6% |
| Q3 2019 | $299,000 | -2.9% | 9,401 | -0.2% | 0.11% | -1.7% |
| Q2 2019 | $308,000 | +0.7% | 9,422 | -0.5% | 0.12% | -3.4% |
| Q1 2019 | $306,000 | +21.4% | 9,473 | +9.2% | 0.12% | +0.8% |
| Q4 2018 | $252,000 | -60.4% | 8,675 | -51.4% | 0.12% | -52.6% |
| Q3 2018 | $637,000 | +1.4% | 17,854 | +2.6% | 0.25% | -5.0% |
| Q2 2018 | $628,000 | -2.5% | 17,398 | -1.4% | 0.26% | -8.7% |
| Q1 2018 | $644,000 | 0.0% | 17,643 | +0.3% | 0.29% | -0.3% |
| Q4 2017 | $644,000 | +9.5% | 17,588 | +7.2% | 0.29% | +5.5% |
| Q3 2017 | $588,000 | +22.8% | 16,402 | +15.2% | 0.27% | +18.7% |
| Q2 2017 | $479,000 | +22.2% | 14,233 | +13.6% | 0.23% | +16.8% |
| Q1 2017 | $392,000 | +25.2% | 12,526 | +16.4% | 0.20% | +2.1% |
| Q4 2016 | $313,000 | – | 10,763 | – | 0.19% | – |
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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% |