SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,217 | -5.8% | 68,759 | -1.3% | 0.01% | -6.7% |
| Q2 2023 | $2,353 | +642.3% | 69,675 | +640.6% | 0.02% | +650.0% |
| Q1 2023 | $317 | +12.0% | 9,408 | +4.6% | 0.00% | 0.0% |
| Q4 2022 | $283 | -99.9% | 8,990 | +6.0% | 0.00% | 0.0% |
| Q3 2022 | $235,000 | -12.3% | 8,480 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $268,000 | -18.0% | 8,583 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $327,000 | -6.6% | 8,615 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $350,000 | -1.1% | 8,559 | +0.6% | 0.00% | -33.3% |
| Q2 2021 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $354,000 | 0.0% | 8,510 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $354,000 | +8750.0% | 8,510 | +5978.6% | 0.00% | – |
| Q4 2018 | $4,000 | +100.0% | 140 | +141.4% | 0.00% | – |
| Q3 2018 | $2,000 | – | 58 | – | 0.00% | – |
Download | ||||||
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% |