SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $635 | -66.8% | 18,802 | -69.1% | 0.03% | -70.8% |
| Q4 2022 | $1,912 | -99.7% | 60,769 | +187.1% | 0.10% | +200.0% |
| Q3 2022 | $587,000 | -86.2% | 21,164 | -84.5% | 0.03% | -85.9% |
| Q2 2022 | $4,251,000 | +76.5% | 136,126 | +114.5% | 0.23% | +173.5% |
| Q1 2022 | $2,409,000 | -55.1% | 63,453 | -51.6% | 0.08% | -42.4% |
| Q4 2021 | $5,360,000 | +160.2% | 130,974 | +163.9% | 0.14% | +73.5% |
| Q3 2021 | $2,060,000 | +646.4% | 49,624 | +431.4% | 0.08% | +277.3% |
| Q2 2020 | $276,000 | -45.0% | 9,338 | -54.6% | 0.02% | -18.5% |
| Q1 2020 | $502,000 | -29.1% | 20,582 | -8.9% | 0.03% | -54.2% |
| Q1 2017 | $708,000 | – | 22,601 | – | 0.06% | – |
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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% |