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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209 | +4.0% | 5,973 | +0.0% | 0.12% | -5.6% |
| Q1 2023 | $201 | -99.9% | 5,971 | -0.5% | 0.12% | -3.1% |
| Q1 2022 | $228,000 | -2.1% | 6,001 | +5.4% | 0.13% | +1.6% |
| Q4 2021 | $233,000 | +3.1% | 5,696 | +4.5% | 0.13% | -7.3% |
| Q3 2021 | $226,000 | -7.4% | 5,449 | -7.2% | 0.14% | -7.4% |
| Q2 2021 | $244,000 | +5.6% | 5,869 | +0.0% | 0.15% | +0.7% |
| Q1 2021 | $231,000 | +7.4% | 5,867 | +2.9% | 0.15% | -0.7% |
| Q4 2020 | $215,000 | -21.8% | 5,700 | -32.6% | 0.15% | +2.1% |
| Q3 2020 | $275,000 | +10.0% | 8,461 | 0.0% | 0.14% | +2.8% |
| Q2 2020 | $250,000 | +21.4% | 8,461 | +0.2% | 0.14% | +1.4% |
| Q1 2020 | $206,000 | -35.2% | 8,442 | -8.1% | 0.14% | -11.5% |
| Q4 2019 | $318,000 | +6.7% | 9,187 | -2.0% | 0.16% | +1.3% |
| Q3 2019 | $298,000 | -0.7% | 9,370 | +1.9% | 0.16% | -0.6% |
| Q2 2019 | $300,000 | +1.0% | 9,198 | 0.0% | 0.16% | -0.6% |
| Q1 2019 | $297,000 | +11.7% | 9,198 | +0.7% | 0.16% | 0.0% |
| Q4 2018 | $266,000 | -27.9% | 9,134 | -11.7% | 0.16% | -14.2% |
| Q3 2018 | $369,000 | -15.8% | 10,340 | -14.9% | 0.18% | -17.2% |
| Q2 2018 | $438,000 | +1.4% | 12,145 | +2.6% | 0.22% | -8.7% |
| Q1 2018 | $432,000 | -0.5% | 11,841 | 0.0% | 0.24% | +6.6% |
| Q4 2017 | $434,000 | +2.4% | 11,841 | +0.1% | 0.23% | -4.6% |
| Q3 2017 | $424,000 | +5.5% | 11,830 | -1.0% | 0.24% | +2.1% |
| Q2 2017 | $402,000 | +7.8% | 11,947 | +0.4% | 0.23% | +5.9% |
| Q1 2017 | $373,000 | +5.4% | 11,902 | -2.1% | 0.22% | 0.0% |
| Q4 2016 | $354,000 | 0.0% | 12,162 | +6.2% | 0.22% | -3.1% |
| Q3 2016 | $354,000 | +6.9% | 11,457 | -0.3% | 0.23% | +2.7% |
| Q2 2016 | $331,000 | -12.0% | 11,487 | -11.6% | 0.22% | -16.0% |
| Q1 2016 | $376,000 | +1.3% | 12,990 | +0.9% | 0.26% | +3.1% |
| Q4 2015 | $371,000 | -4.4% | 12,875 | -5.3% | 0.26% | -9.9% |
| Q3 2015 | $388,000 | -8.7% | 13,593 | 0.0% | 0.28% | -1.0% |
| Q2 2015 | $425,000 | -18.6% | 13,593 | -18.4% | 0.29% | -27.0% |
| Q4 2014 | $522,000 | 0.0% | 16,654 | 0.0% | 0.39% | 0.0% |
| Q3 2014 | $522,000 | -15.8% | 16,654 | -8.0% | 0.39% | -12.5% |
| Q2 2014 | $620,000 | +7.1% | 18,099 | +3.2% | 0.45% | -1.1% |
| Q1 2014 | $579,000 | -12.4% | 17,539 | -15.3% | 0.45% | -16.1% |
| Q4 2013 | $661,000 | +5.3% | 20,714 | +1.8% | 0.54% | -1.6% |
| Q3 2013 | $628,000 | +33.9% | 20,346 | +17.2% | 0.55% | +25.6% |
| Q2 2013 | $469,000 | – | 17,366 | – | 0.44% | – |
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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% |