SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,741,373 | -26.9% | 53,996 | -23.4% | 0.70% | -24.6% |
| Q2 2023 | $2,380,922 | +0.5% | 70,504 | +0.3% | 0.93% | -4.8% |
| Q1 2023 | $2,369,318 | +7.4% | 70,285 | +0.3% | 0.98% | +0.9% |
| Q4 2022 | $2,206,120 | +19.3% | 70,102 | +5.2% | 0.97% | +8.2% |
| Q3 2022 | $1,849,000 | +3.9% | 66,617 | +16.9% | 0.90% | +8.2% |
| Q2 2022 | $1,780,000 | -18.4% | 56,992 | -0.8% | 0.83% | -5.7% |
| Q1 2022 | $2,181,000 | -7.0% | 57,452 | +0.3% | 0.88% | -5.6% |
| Q4 2021 | $2,344,000 | -0.2% | 57,280 | +1.3% | 0.93% | -10.5% |
| Q3 2021 | $2,348,000 | +0.3% | 56,558 | +0.5% | 1.04% | -1.8% |
| Q2 2021 | $2,342,000 | +3.9% | 56,298 | -1.6% | 1.06% | -2.2% |
| Q1 2021 | $2,255,000 | +6.3% | 57,214 | +1.5% | 1.08% | -1.5% |
| Q4 2020 | $2,122,000 | +15.6% | 56,371 | -0.1% | 1.10% | +5.8% |
| Q3 2020 | $1,835,000 | +8.8% | 56,419 | -1.1% | 1.04% | -8.3% |
| Q2 2020 | $1,686,000 | +19.7% | 57,026 | -1.2% | 1.13% | +0.5% |
| Q1 2020 | $1,408,000 | -34.7% | 57,693 | -7.3% | 1.13% | -12.0% |
| Q4 2019 | $2,155,000 | +8.9% | 62,203 | -0.1% | 1.28% | +5.8% |
| Q3 2019 | $1,979,000 | -2.8% | 62,235 | -0.3% | 1.21% | -11.8% |
| Q2 2019 | $2,037,000 | -10.7% | 62,404 | -11.8% | 1.37% | -5.1% |
| Q1 2019 | $2,281,000 | -2.9% | 70,720 | -12.4% | 1.44% | -8.2% |
| Q4 2018 | $2,349,000 | +2296.9% | 80,710 | +2837.0% | 1.57% | +2521.7% |
| Q3 2017 | $98,000 | – | 2,748 | – | 0.06% | – |
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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% |