SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,603 | -4.7% | 13,228 | -0.2% | 0.14% | -0.7% |
| Q2 2023 | $447,790 | -0.5% | 13,260 | -0.7% | 0.14% | -4.2% |
| Q1 2023 | $450,000 | +2.7% | 13,353 | -4.1% | 0.14% | -6.5% |
| Q4 2022 | $438,000 | +20.0% | 13,930 | +5.7% | 0.15% | +10.1% |
| Q3 2022 | $365,000 | -13.9% | 13,179 | -3.1% | 0.14% | -10.3% |
| Q2 2022 | $424,000 | -8.2% | 13,607 | +11.8% | 0.16% | +6.2% |
| Q1 2022 | $462,000 | -1.7% | 12,174 | +5.9% | 0.15% | +2.1% |
| Q4 2021 | $470,000 | -2.9% | 11,496 | -1.5% | 0.14% | -7.7% |
| Q3 2021 | $484,000 | -7.1% | 11,669 | -6.9% | 0.16% | -8.8% |
| Q2 2021 | $521,000 | +1.2% | 12,529 | -4.0% | 0.17% | -6.6% |
| Q1 2021 | $515,000 | – | 13,055 | – | 0.18% | – |
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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% |