SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,482,979 | +4.4% | 45,984 | +9.4% | 0.02% | +5.0% |
| Q2 2023 | $1,419,912 | +4.3% | 42,047 | -2.8% | 0.02% | -20.0% |
| Q1 2023 | $1,360,980 | 0.0% | 43,247 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,360,980 | +16.4% | 43,247 | +2.6% | 0.02% | +4.2% |
| Q3 2022 | $1,169,000 | -6.5% | 42,142 | +5.3% | 0.02% | -4.0% |
| Q2 2022 | $1,250,000 | -15.7% | 40,011 | +2.5% | 0.02% | -13.8% |
| Q1 2022 | $1,482,000 | -8.0% | 39,028 | -0.8% | 0.03% | -6.5% |
| Q4 2021 | $1,611,000 | +0.7% | 39,353 | +2.1% | 0.03% | -6.1% |
| Q3 2021 | $1,600,000 | +0.4% | 38,534 | +0.6% | 0.03% | -13.2% |
| Q2 2021 | $1,593,000 | +14.6% | 38,300 | +8.6% | 0.04% | -44.9% |
| Q1 2021 | $1,390,000 | +5.5% | 35,256 | +0.7% | 0.07% | 0.0% |
| Q4 2020 | $1,318,000 | +14.3% | 35,004 | -1.3% | 0.07% | -21.6% |
| Q3 2020 | $1,153,000 | +10.3% | 35,451 | +0.4% | 0.09% | -11.1% |
| Q2 2020 | $1,045,000 | +39.3% | 35,326 | +14.9% | 0.10% | +37.5% |
| Q1 2020 | $750,000 | +38.6% | 30,732 | +96.9% | 0.07% | +38.5% |
| Q4 2019 | $541,000 | +10.0% | 15,608 | +1.0% | 0.05% | -1.9% |
| Q3 2019 | $492,000 | +14.4% | 15,461 | +17.3% | 0.05% | +12.8% |
| Q2 2019 | $430,000 | +18.8% | 13,183 | +17.4% | 0.05% | +2.2% |
| Q1 2019 | $362,000 | -0.8% | 11,233 | -10.5% | 0.05% | -17.9% |
| Q4 2018 | $365,000 | – | 12,549 | – | 0.06% | – |
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% |