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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,697 | +7.1% | 80 | 0.0% | 0.00% | – |
| Q4 2022 | $2,518 | +25.9% | 80 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 80 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | -97.4% | 80 | -98.0% | 0.00% | -98.0% |
| Q2 2020 | $116,000 | +20.8% | 3,914 | 0.0% | 0.05% | +6.4% |
| Q1 2020 | $96,000 | -28.9% | 3,914 | +0.8% | 0.05% | -9.6% |
| Q4 2019 | $135,000 | +37.8% | 3,884 | +25.5% | 0.05% | +18.2% |
| Q3 2019 | $98,000 | -74.8% | 3,095 | -74.0% | 0.04% | -74.9% |
| Q2 2019 | $389,000 | +206.3% | 11,905 | +202.8% | 0.18% | +212.5% |
| Q1 2019 | $127,000 | +18.7% | 3,932 | +7.0% | 0.06% | +7.7% |
| Q4 2018 | $107,000 | +3466.7% | 3,675 | +3768.4% | 0.05% | +5100.0% |
| Q2 2018 | $3,000 | -66.7% | 95 | -64.0% | 0.00% | -80.0% |
| Q2 2017 | $9,000 | +50.0% | 264 | +32.0% | 0.01% | +66.7% |
| Q4 2015 | $6,000 | – | 200 | – | 0.00% | – |
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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% |