SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,369,463 | +1413.0% | 159,001 | +1410.3% | 0.12% | +1557.1% |
| Q1 2023 | $354,898 | -81.2% | 10,528 | -84.5% | 0.01% | -88.1% |
| Q3 2022 | $1,886,000 | -14.2% | 67,979 | -3.5% | 0.06% | -4.8% |
| Q2 2022 | $2,199,000 | +37.3% | 70,426 | +67.0% | 0.06% | +37.8% |
| Q1 2022 | $1,602,000 | +279.6% | 42,180 | +309.6% | 0.04% | +164.7% |
| Q4 2021 | $422,000 | -66.4% | 10,299 | -67.7% | 0.02% | -75.7% |
| Q1 2021 | $1,255,000 | -77.9% | 31,844 | -81.7% | 0.07% | -84.3% |
| Q3 2020 | $5,672,000 | +67.9% | 174,362 | +52.6% | 0.45% | +84.7% |
| Q2 2020 | $3,378,000 | +1045.1% | 114,231 | +1095.5% | 0.24% | +1173.7% |
| Q3 2016 | $295,000 | -80.9% | 9,555 | -82.1% | 0.02% | -83.5% |
| Q2 2016 | $1,541,000 | +454.3% | 53,513 | +455.4% | 0.12% | +139.6% |
| Q4 2014 | $278,000 | – | 9,635 | – | 0.05% | – |
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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% |