SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,410,175 | +3.7% | 1,252,946 | +8.6% | 2.08% | +4.0% |
| Q2 2023 | $38,966,510 | +6.6% | 1,153,796 | +6.4% | 2.00% | -13.9% |
| Q1 2023 | $36,570,187 | +9.2% | 1,084,849 | +2.0% | 2.32% | -2.0% |
| Q4 2022 | $33,474,393 | +11.0% | 1,063,613 | -2.2% | 2.37% | +3.2% |
| Q3 2022 | $30,168,000 | -4.1% | 1,087,055 | +7.9% | 2.30% | -2.9% |
| Q2 2022 | $31,454,000 | -11.2% | 1,007,121 | +8.0% | 2.36% | +3.4% |
| Q1 2022 | $35,422,000 | +15.8% | 932,828 | +24.8% | 2.29% | +28.3% |
| Q4 2021 | $30,588,000 | +17.7% | 747,269 | +19.4% | 1.78% | -0.6% |
| Q3 2021 | $25,979,000 | +22.4% | 625,644 | +22.6% | 1.79% | +3.2% |
| Q2 2021 | $21,223,000 | +10.6% | 510,168 | +4.8% | 1.74% | -10.0% |
| Q1 2021 | $19,185,000 | +64.7% | 486,675 | +57.3% | 1.93% | -18.7% |
| Q4 2020 | $11,645,000 | -6.0% | 309,295 | -17.1% | 2.38% | -10.6% |
| Q3 2020 | $12,384,000 | +0.3% | 373,021 | -1.4% | 2.66% | -2.7% |
| Q2 2020 | $12,343,000 | -99.9% | 378,141 | +7.1% | 2.73% | +7.0% |
| Q1 2020 | $9,111,458,000 | +204.0% | 352,929 | +307.0% | 2.56% | +250.5% |
| Q4 2019 | $2,996,732,000 | +13.3% | 86,711 | +3.0% | 0.73% | -6.8% |
| Q3 2019 | $2,643,899,000 | +105067.0% | 84,147 | +8.9% | 0.78% | -6.8% |
| Q2 2019 | $2,514,000 | -99.9% | 77,274 | +0.7% | 0.84% | -5.7% |
| Q1 2019 | $2,458,207,000 | +127998.3% | 76,771 | +24.3% | 0.89% | -1.7% |
| Q4 2018 | $1,919,000 | -2.2% | 61,776 | -0.5% | 0.90% | +81.4% |
| Q3 2018 | $1,963,000 | +4.7% | 62,064 | +19.1% | 0.50% | +6.2% |
| Q2 2018 | $1,875,000 | +16.5% | 52,113 | +20.1% | 0.47% | -15.8% |
| Q1 2018 | $1,610,000 | -6.3% | 43,393 | -2.9% | 0.56% | 0.0% |
| Q4 2017 | $1,718,000 | +37.7% | 44,691 | +30.1% | 0.56% | +59.9% |
| Q3 2017 | $1,248,000 | +34.0% | 34,359 | +28.3% | 0.35% | +29.3% |
| Q2 2017 | $931,000 | +46.2% | 26,781 | +31.8% | 0.27% | +22.7% |
| Q1 2017 | $637,000 | +129.1% | 20,325 | +126.0% | 0.22% | +89.7% |
| Q3 2016 | $278,000 | +1637.5% | 8,995 | +1475.3% | 0.12% | +1557.1% |
| Q2 2016 | $16,000 | – | 571 | – | 0.01% | – |
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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% |