SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,258,242 | +33145.0% | 876,225 | +32031.5% | 0.11% | +10700.0% |
Q2 2022 | $85,000 | +49.1% | 2,727 | +82.8% | 0.00% | – |
Q1 2022 | $57,000 | -45.7% | 1,492 | -41.9% | 0.00% | -100.0% |
Q4 2021 | $105,000 | +5.0% | 2,567 | +6.4% | 0.00% | 0.0% |
Q3 2021 | $100,000 | +23.5% | 2,412 | +23.9% | 0.00% | 0.0% |
Q2 2021 | $81,000 | +1.2% | 1,947 | -3.7% | 0.00% | 0.0% |
Q1 2021 | $80,000 | -30.4% | 2,022 | -33.9% | 0.00% | -50.0% |
Q4 2020 | $115,000 | +16.2% | 3,061 | +1.1% | 0.00% | 0.0% |
Q3 2020 | $99,000 | -16.1% | 3,029 | -23.7% | 0.00% | 0.0% |
Q2 2020 | $118,000 | -84.3% | 3,971 | -87.7% | 0.00% | -88.2% |
Q1 2020 | $753,000 | -24.8% | 32,390 | +12.9% | 0.02% | +6.2% |
Q4 2019 | $1,001,000 | +16.7% | 28,681 | +6.4% | 0.02% | -46.7% |
Q3 2019 | $858,000 | +1.2% | 26,967 | +4.3% | 0.03% | -3.2% |
Q2 2019 | $848,000 | +2.7% | 25,845 | +0.9% | 0.03% | -8.8% |
Q1 2019 | $826,000 | +4488.9% | 25,616 | +3927.7% | 0.03% | +3300.0% |
Q4 2018 | $18,000 | -21.7% | 636 | +0.8% | 0.00% | 0.0% |
Q3 2018 | $23,000 | +475.0% | 631 | +506.7% | 0.00% | – |
Q2 2018 | $4,000 | -66.7% | 104 | -74.7% | 0.00% | -100.0% |
Q1 2016 | $12,000 | – | 411 | – | 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% |