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 | $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% | – |
Download | ||||||
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% |