SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,129,685 | -16.2% | 97,045 | -12.2% | 0.02% | 0.0% |
| Q2 2023 | $3,733,903 | +526.5% | 110,581 | +525.1% | 0.02% | +1400.0% |
| Q1 2023 | $595,964 | +20.2% | 17,691 | +12.2% | 0.00% | -66.7% |
| Q4 2022 | $496,011 | -38.5% | 15,767 | -45.8% | 0.00% | -70.0% |
| Q3 2022 | $807,000 | -22.6% | 29,103 | -14.0% | 0.01% | -16.7% |
| Q2 2022 | $1,043,000 | -52.0% | 33,844 | -40.9% | 0.01% | -64.7% |
| Q1 2022 | $2,173,000 | -69.1% | 57,289 | -66.7% | 0.03% | -68.2% |
| Q4 2021 | $7,031,000 | +557.1% | 171,880 | +566.9% | 0.11% | +345.8% |
| Q3 2021 | $1,070,000 | -1.6% | 25,773 | -1.3% | 0.02% | 0.0% |
| Q2 2021 | $1,087,000 | +1.8% | 26,125 | -3.5% | 0.02% | -4.0% |
| Q1 2021 | $1,068,000 | +3.0% | 27,083 | -1.7% | 0.02% | -24.2% |
| Q4 2020 | $1,037,000 | +309.9% | 27,547 | +254.3% | 0.03% | +230.0% |
| Q3 2020 | $253,000 | +12.9% | 7,776 | +20.5% | 0.01% | -9.1% |
| Q4 2019 | $224,000 | -18.2% | 6,455 | -25.0% | 0.01% | -31.2% |
| Q3 2019 | $274,000 | -50.2% | 8,606 | -49.0% | 0.02% | -54.3% |
| Q2 2019 | $550,000 | – | 16,870 | – | 0.04% | – |
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% |