SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,785,037 | -1.4% | 86,358 | +3.2% | 0.01% | 0.0% |
| Q2 2023 | $2,825,999 | +77.3% | 83,684 | +77.0% | 0.01% | +66.7% |
| Q1 2023 | $1,594,158 | +19.1% | 47,290 | +11.2% | 0.00% | 0.0% |
| Q4 2022 | $1,338,527 | +29.5% | 42,534 | +14.2% | 0.00% | +50.0% |
| Q3 2022 | $1,034,000 | -7.3% | 37,258 | +4.2% | 0.00% | 0.0% |
| Q2 2022 | $1,116,000 | -18.7% | 35,743 | -1.1% | 0.00% | -33.3% |
| Q1 2022 | $1,372,000 | +11.5% | 36,144 | +20.3% | 0.00% | +50.0% |
| Q4 2021 | $1,230,000 | -0.8% | 30,047 | +0.6% | 0.00% | -33.3% |
| Q3 2021 | $1,240,000 | +3.8% | 29,863 | +3.9% | 0.00% | +50.0% |
| Q2 2021 | $1,195,000 | +5.8% | 28,738 | +0.2% | 0.00% | -33.3% |
| Q1 2021 | $1,130,000 | +5.2% | 28,674 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $1,074,000 | +22.0% | 28,515 | +5.5% | 0.00% | 0.0% |
| Q3 2020 | $880,000 | +3.4% | 27,037 | -6.1% | 0.00% | 0.0% |
| Q2 2020 | $851,000 | +77.3% | 28,780 | +46.2% | 0.00% | +50.0% |
| Q1 2020 | $480,000 | -17.2% | 19,688 | +17.7% | 0.00% | 0.0% |
| Q4 2019 | $580,000 | +9.8% | 16,733 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $528,000 | +2.9% | 16,592 | +5.5% | 0.00% | 0.0% |
| Q2 2019 | $513,000 | +3.2% | 15,724 | +2.1% | 0.00% | 0.0% |
| Q1 2019 | $497,000 | – | 15,405 | – | 0.00% | – |
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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% |