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 ↓ |
|---|---|---|---|
| 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% |