SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237 | -6.0% | 7,461 | -0.2% | 0.02% | -4.8% |
| Q2 2023 | $252 | -2.7% | 7,476 | -2.9% | 0.02% | -12.5% |
| Q1 2023 | $259 | +9.7% | 7,698 | +1.1% | 0.02% | 0.0% |
| Q4 2022 | $236 | -99.8% | 7,615 | +33.9% | 0.02% | +41.2% |
| Q3 2022 | $157,000 | -27.0% | 5,688 | 0.0% | 0.02% | -29.2% |
| Q1 2022 | $215,000 | -10.0% | 5,688 | -3.5% | 0.02% | -17.2% |
| Q4 2021 | $239,000 | -0.8% | 5,895 | +0.3% | 0.03% | -9.4% |
| Q3 2021 | $241,000 | -2.4% | 5,877 | -2.1% | 0.03% | -13.5% |
| Q2 2021 | $247,000 | +5.6% | 6,005 | +1.0% | 0.04% | -30.2% |
| Q1 2021 | $234,000 | -1.7% | 5,947 | -5.5% | 0.05% | +12.8% |
| Q4 2020 | $238,000 | +17.8% | 6,291 | +0.2% | 0.05% | +4.4% |
| Q3 2020 | $202,000 | +9.8% | 6,278 | 0.0% | 0.04% | -10.0% |
| Q2 2020 | $184,000 | +18.7% | 6,278 | -1.9% | 0.05% | +8.7% |
| Q1 2020 | $155,000 | -80.2% | 6,400 | -71.8% | 0.05% | -79.2% |
| Q4 2019 | $783,000 | +9.1% | 22,673 | +0.0% | 0.22% | -7.5% |
| Q3 2019 | $718,000 | -3.1% | 22,663 | -0.5% | 0.24% | 0.0% |
| Q2 2019 | $741,000 | +1.2% | 22,780 | -0.2% | 0.24% | -6.3% |
| Q1 2019 | $732,000 | +11.2% | 22,822 | +0.6% | 0.26% | -5.6% |
| Q4 2018 | $658,000 | -18.2% | 22,681 | +0.4% | 0.27% | -10.6% |
| Q3 2018 | $804,000 | -3.9% | 22,587 | -3.0% | 0.30% | +5.6% |
| Q2 2018 | $837,000 | -4.1% | 23,275 | -2.8% | 0.29% | -33.9% |
| Q1 2018 | $873,000 | -1.0% | 23,940 | -0.5% | 0.43% | +22.0% |
| Q4 2017 | $882,000 | +0.1% | 24,051 | -2.4% | 0.36% | -16.5% |
| Q3 2017 | $881,000 | +5.3% | 24,645 | -1.2% | 0.42% | +1.0% |
| Q2 2017 | $837,000 | +6.5% | 24,932 | -0.7% | 0.42% | -0.7% |
| Q1 2017 | $786,000 | +9.2% | 25,104 | +1.1% | 0.42% | +1.4% |
| Q4 2016 | $720,000 | +0.4% | 24,820 | +6.9% | 0.42% | -7.7% |
| Q3 2016 | $717,000 | +8.6% | 23,228 | +1.1% | 0.45% | -1.3% |
| Q2 2016 | $660,000 | -10.9% | 22,973 | -10.2% | 0.46% | -15.8% |
| Q1 2016 | $741,000 | +50.3% | 25,581 | +49.7% | 0.54% | +68.2% |
| Q4 2015 | $493,000 | – | 17,085 | – | 0.32% | – |
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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% |