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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,590 | +2.4% | 8,794 | +7.3% | 0.04% | +10.5% |
| Q2 2023 | $276,863 | -3.4% | 8,199 | -3.6% | 0.04% | -9.5% |
| Q1 2023 | $286,652 | -2.6% | 8,503 | -9.0% | 0.04% | -8.7% |
| Q4 2022 | $294,201 | +14.9% | 9,349 | +1.2% | 0.05% | +4.5% |
| Q3 2022 | $256,000 | -11.1% | 9,240 | +0.3% | 0.04% | -6.4% |
| Q2 2022 | $288,000 | -22.6% | 9,212 | -6.0% | 0.05% | -2.1% |
| Q1 2022 | $372,000 | -15.6% | 9,800 | -9.0% | 0.05% | -14.3% |
| Q4 2021 | $441,000 | +16.4% | 10,768 | +17.8% | 0.06% | +3.7% |
| Q3 2021 | $379,000 | +0.3% | 9,138 | +0.6% | 0.05% | -1.8% |
| Q2 2021 | $378,000 | +7.4% | 9,083 | +1.6% | 0.06% | 0.0% |
| Q1 2021 | $352,000 | +5.1% | 8,937 | +0.5% | 0.06% | -1.8% |
| Q4 2020 | $335,000 | +11.7% | 8,895 | -3.7% | 0.06% | +3.7% |
| Q3 2020 | $300,000 | +5.6% | 9,232 | -3.8% | 0.05% | -1.8% |
| Q2 2020 | $284,000 | -36.9% | 9,601 | -47.9% | 0.06% | -48.6% |
| Q1 2020 | $450,000 | +10.3% | 18,444 | +56.4% | 0.11% | +40.8% |
| Q4 2019 | $408,000 | +6.0% | 11,794 | -2.6% | 0.08% | 0.0% |
| Q3 2019 | $385,000 | -2.8% | 12,112 | -0.1% | 0.08% | -3.8% |
| Q2 2019 | $396,000 | -9.8% | 12,130 | -11.0% | 0.08% | -12.2% |
| Q1 2019 | $439,000 | +24.4% | 13,628 | +12.1% | 0.09% | +8.4% |
| Q4 2018 | $353,000 | -19.2% | 12,161 | -0.8% | 0.08% | -7.8% |
| Q3 2018 | $437,000 | -2.0% | 12,262 | -1.0% | 0.09% | -7.2% |
| Q2 2018 | $446,000 | -1.5% | 12,386 | -0.2% | 0.10% | -5.8% |
| Q1 2018 | $453,000 | +0.4% | 12,406 | +0.7% | 0.10% | +1.0% |
| Q4 2017 | $451,000 | +0.7% | 12,320 | -1.4% | 0.10% | -5.6% |
| Q3 2017 | $448,000 | +12.6% | 12,500 | +5.7% | 0.11% | +8.0% |
| Q2 2017 | $398,000 | +4.2% | 11,831 | -3.0% | 0.10% | +1.0% |
| Q1 2017 | $382,000 | -2.6% | 12,196 | -9.4% | 0.10% | -7.5% |
| Q4 2016 | $392,000 | -3.7% | 13,458 | +2.2% | 0.11% | -7.0% |
| Q3 2016 | $407,000 | +24.8% | 13,174 | +16.3% | 0.12% | +18.6% |
| Q2 2016 | $326,000 | +1.2% | 11,329 | +1.9% | 0.10% | -2.0% |
| Q1 2016 | $322,000 | -3.0% | 11,113 | -3.5% | 0.10% | -4.8% |
| Q4 2015 | $332,000 | +10.7% | 11,520 | +9.5% | 0.10% | +4.0% |
| Q3 2015 | $300,000 | -5.7% | 10,519 | +3.4% | 0.10% | 0.0% |
| Q2 2015 | $318,000 | +3.9% | 10,174 | +0.3% | 0.10% | +5.3% |
| Q1 2015 | $306,000 | +8.5% | 10,143 | +3.9% | 0.10% | +6.7% |
| Q4 2014 | $282,000 | +9.3% | 9,759 | +18.7% | 0.09% | +3.5% |
| Q3 2014 | $258,000 | -3.4% | 8,219 | +5.5% | 0.09% | 0.0% |
| Q2 2014 | $267,000 | +2.7% | 7,789 | -1.3% | 0.09% | -4.4% |
| Q1 2014 | $260,000 | -9.1% | 7,890 | -12.0% | 0.09% | -12.6% |
| Q4 2013 | $286,000 | +7.1% | 8,961 | +3.5% | 0.10% | 0.0% |
| Q3 2013 | $267,000 | +14.1% | 8,654 | -0.2% | 0.10% | +13.2% |
| Q2 2013 | $234,000 | – | 8,672 | – | 0.09% | – |
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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% |