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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452 | -99.1% | 14 | -99.1% | 0.00% | -100.0% |
| Q2 2023 | $50,385 | +10574.8% | 1,492 | +10557.1% | 0.00% | – |
| Q1 2023 | $472 | +7.0% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $441 | – | 14 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 14 | -97.6% | 0.00% | -100.0% |
| Q2 2022 | $18,000 | – | 574 | +5640.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 10 | -87.3% | 0.00% | – |
| Q4 2021 | $3,000 | +200.0% | 79 | +243.5% | 0.00% | – |
| Q3 2021 | $1,000 | -66.7% | 23 | -72.3% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 83 | +16.9% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 71 | -27.6% | 0.00% | – |
| Q4 2019 | $3,000 | +50.0% | 98 | +42.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -33.3% | 69 | -26.6% | 0.00% | – |
| Q1 2019 | $3,000 | -57.1% | 94 | -59.3% | 0.00% | -100.0% |
| Q4 2018 | $7,000 | -12.5% | 231 | +3.6% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 223 | +0.5% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +60.0% | 222 | +62.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -83.9% | 137 | -86.3% | 0.00% | -80.0% |
| Q3 2016 | $31,000 | -75.6% | 1,003 | -77.2% | 0.01% | -73.7% |
| Q2 2016 | $127,000 | 0.0% | 4,402 | 0.0% | 0.02% | -13.6% |
| Q1 2016 | $127,000 | -7.3% | 4,402 | -7.3% | 0.02% | -18.5% |
| Q4 2015 | $137,000 | +7.0% | 4,751 | +6.2% | 0.03% | -6.9% |
| Q3 2015 | $128,000 | -8.6% | 4,474 | +0.3% | 0.03% | -3.3% |
| Q2 2015 | $140,000 | +3.7% | 4,462 | 0.0% | 0.03% | -9.1% |
| Q1 2015 | $135,000 | +22.7% | 4,462 | +17.4% | 0.03% | +22.2% |
| Q4 2014 | $110,000 | -2.7% | 3,801 | +5.5% | 0.03% | -27.0% |
| Q3 2014 | $113,000 | +8.7% | 3,604 | +18.6% | 0.04% | +2.8% |
| Q2 2014 | $104,000 | +42.5% | 3,039 | +36.6% | 0.04% | +24.1% |
| Q1 2014 | $73,000 | +17.7% | 2,224 | +14.8% | 0.03% | +26.1% |
| Q4 2013 | $62,000 | +72.2% | 1,937 | +66.6% | 0.02% | +53.3% |
| Q3 2013 | $36,000 | – | 1,163 | – | 0.02% | – |
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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% |