SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,441 | -14.7% | 14,184 | -10.7% | 0.00% | -20.0% |
| Q2 2023 | $536,560 | -4.5% | 15,888 | -4.7% | 0.01% | -16.7% |
| Q1 2023 | $561,814 | +15.8% | 16,666 | +8.1% | 0.01% | +20.0% |
| Q4 2022 | $485,195 | +16073.2% | 15,417 | +15793.8% | 0.01% | – |
| Q3 2022 | $3,000 | 0.0% | 97 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 97 | -4.0% | 0.00% | – |
| Q1 2022 | $4,000 | -69.2% | 101 | -67.2% | 0.00% | – |
| Q4 2021 | $13,000 | +225.0% | 308 | +205.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | +33.3% | 101 | +26.2% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | +50.0% | 80 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -96.9% | 80 | -95.7% | 0.00% | -100.0% |
| Q4 2019 | $64,000 | +14.3% | 1,861 | +6.2% | 0.00% | 0.0% |
| Q3 2019 | $56,000 | -8.2% | 1,752 | -6.5% | 0.00% | 0.0% |
| Q2 2019 | $61,000 | +771.4% | 1,873 | +796.2% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 209 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -86.0% | 209 | -82.6% | 0.00% | -100.0% |
| Q3 2018 | $43,000 | 0.0% | 1,198 | +0.6% | 0.00% | 0.0% |
| Q2 2018 | $43,000 | -4.4% | 1,191 | -3.6% | 0.00% | -33.3% |
| Q1 2018 | $45,000 | 0.0% | 1,235 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $45,000 | +2.3% | 1,235 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $44,000 | -29.0% | 1,235 | -33.1% | 0.00% | -20.0% |
| Q2 2017 | $62,000 | +26.5% | 1,845 | +18.5% | 0.01% | 0.0% |
| Q1 2017 | $49,000 | +14.0% | 1,557 | +4.4% | 0.01% | +25.0% |
| Q4 2016 | $43,000 | -44.2% | 1,491 | -40.4% | 0.00% | -50.0% |
| Q3 2016 | $77,000 | -14.4% | 2,501 | -19.9% | 0.01% | -20.0% |
| Q2 2016 | $90,000 | -48.6% | 3,121 | -48.3% | 0.01% | -54.5% |
| Q1 2016 | $175,000 | +8.0% | 6,036 | +7.2% | 0.02% | -24.1% |
| Q4 2015 | $162,000 | +12.5% | 5,628 | +11.5% | 0.03% | -43.1% |
| Q3 2015 | $144,000 | -40.0% | 5,049 | -34.3% | 0.05% | -40.7% |
| Q2 2015 | $240,000 | +1.7% | 7,683 | -1.9% | 0.09% | -2.3% |
| Q1 2015 | $236,000 | +34.1% | 7,829 | +28.1% | 0.09% | +31.3% |
| Q4 2014 | $176,000 | +18.9% | 6,113 | +28.8% | 0.07% | +15.5% |
| Q3 2014 | $148,000 | – | 4,747 | – | 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% |