SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,969,682 | +585.1% | 123,091 | +617.4% | 0.02% | +525.0% |
| Q2 2023 | $579,459 | +30.3% | 17,159 | +30.1% | 0.00% | +33.3% |
| Q1 2023 | $444,736 | +19.2% | 13,193 | +11.3% | 0.00% | 0.0% |
| Q4 2022 | $372,982 | +38.1% | 11,852 | +21.6% | 0.00% | 0.0% |
| Q3 2022 | $270,000 | -11.5% | 9,745 | -0.4% | 0.00% | -25.0% |
| Q2 2022 | $305,000 | -18.7% | 9,783 | -1.0% | 0.00% | -20.0% |
| Q1 2022 | $375,000 | -8.8% | 9,886 | -1.5% | 0.01% | 0.0% |
| Q4 2021 | $411,000 | +3636.4% | 10,037 | +2548.3% | 0.01% | – |
| Q2 2020 | $11,000 | – | 379 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |