SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $93 | -4.1% | 2,650 | -11.8% | 0.00% | 0.0% |
| Q3 2023 | $97 | -5.8% | 3,004 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $103 | -5.5% | 3,038 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $109 | +7.9% | 3,223 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $101 | -99.9% | 3,223 | +12.3% | 0.00% | 0.0% |
| Q3 2022 | $80,000 | -10.1% | 2,869 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $89,000 | -18.3% | 2,860 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $109,000 | -9.2% | 2,860 | -0.7% | 0.00% | 0.0% |
| Q3 2021 | $120,000 | -9.8% | 2,880 | -9.9% | 0.00% | -33.3% |
| Q2 2021 | $133,000 | +5.6% | 3,195 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $126,000 | -11.9% | 3,195 | -15.8% | 0.00% | 0.0% |
| Q4 2020 | $143,000 | +16.3% | 3,795 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $123,000 | +9.8% | 3,795 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $112,000 | +16.7% | 3,795 | -3.7% | 0.00% | 0.0% |
| Q1 2020 | $96,000 | -27.3% | 3,940 | -4.9% | 0.00% | 0.0% |
| Q3 2019 | $132,000 | -25.0% | 4,145 | -23.0% | 0.00% | -57.1% |
| Q2 2019 | $176,000 | -45.0% | 5,385 | -45.8% | 0.01% | -41.7% |
| Q1 2019 | $320,000 | -86.3% | 9,930 | -87.6% | 0.01% | -87.9% |
| Q4 2018 | $2,328,000 | +517.5% | 79,987 | +656.6% | 0.10% | +607.1% |
| Q3 2018 | $377,000 | -8.7% | 10,572 | -7.6% | 0.01% | -17.6% |
| Q2 2018 | $413,000 | -1.2% | 11,447 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $418,000 | -0.2% | 11,447 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $419,000 | +2.2% | 11,447 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $410,000 | +6.5% | 11,447 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $385,000 | +6.6% | 11,447 | -0.6% | 0.02% | +6.2% |
| Q1 2017 | $361,000 | -0.3% | 11,517 | -7.4% | 0.02% | -5.9% |
| Q4 2016 | $362,000 | +2.3% | 12,442 | +8.5% | 0.02% | 0.0% |
| Q3 2016 | $354,000 | -0.8% | 11,462 | -7.7% | 0.02% | -5.6% |
| Q2 2016 | $357,000 | -39.2% | 12,412 | -38.8% | 0.02% | -37.9% |
| Q1 2016 | $587,000 | +0.3% | 20,280 | 0.0% | 0.03% | -3.3% |
| Q4 2015 | $585,000 | +21.4% | 20,280 | +20.0% | 0.03% | +15.4% |
| Q3 2015 | $482,000 | -6.2% | 16,900 | +2.9% | 0.03% | 0.0% |
| Q2 2015 | $514,000 | +25.4% | 16,425 | +20.8% | 0.03% | +30.0% |
| Q1 2015 | $410,000 | +376.7% | 13,595 | +357.4% | 0.02% | +400.0% |
| Q4 2014 | $86,000 | +4200.0% | 2,972 | +5615.4% | 0.00% | – |
| Q3 2014 | $2,000 | – | 52 | – | 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% |