SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,263,000 | +17.4% | 38,045 | +8.2% | 0.38% | +5.8% |
| Q4 2018 | $1,076,000 | +1437.1% | 35,155 | +1680.9% | 0.36% | +1545.5% |
| Q3 2018 | $70,000 | 0.0% | 1,974 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $70,000 | -5.4% | 1,974 | 0.0% | 0.02% | -8.0% |
| Q1 2018 | $74,000 | -69.8% | 1,974 | -69.1% | 0.02% | -69.5% |
| Q4 2017 | $245,000 | +7.0% | 6,394 | -0.0% | 0.08% | 0.0% |
| Q3 2017 | $229,000 | +2.7% | 6,395 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $223,000 | -5.1% | 6,395 | -14.9% | 0.08% | -9.8% |
| Q1 2017 | $235,000 | -89.7% | 7,513 | -90.5% | 0.09% | -90.5% |
| Q4 2016 | $2,291,000 | -5.7% | 78,745 | +0.1% | 0.97% | -6.3% |
| Q3 2016 | $2,429,000 | +10.1% | 78,674 | +2.7% | 1.04% | +3.2% |
| Q2 2016 | $2,206,000 | +2.0% | 76,610 | +2.6% | 1.01% | -1.8% |
| Q1 2016 | $2,162,000 | +2.0% | 74,696 | +1.6% | 1.02% | +0.5% |
| Q4 2015 | $2,120,000 | -16.5% | 73,535 | -17.4% | 1.02% | -14.7% |
| Q3 2015 | $2,539,000 | +25.8% | 88,977 | +38.9% | 1.20% | +27.7% |
| Q2 2015 | $2,018,000 | +84.0% | 64,049 | +76.1% | 0.94% | +79.7% |
| Q1 2015 | $1,097,000 | – | 36,381 | – | 0.52% | – |
Download | ||||||
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% |