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 | $1,900,478 | -25.2% | 58,930 | -21.6% | 0.06% | -23.4% |
| Q2 2023 | $2,539,633 | -26.0% | 75,204 | -26.1% | 0.08% | -30.6% |
| Q1 2023 | $3,432,717 | +4.9% | 101,831 | -2.0% | 0.11% | -0.9% |
| Q4 2022 | $3,271,430 | +16.8% | 103,954 | +3.0% | 0.11% | -14.5% |
| Q3 2022 | $2,801,000 | -9.8% | 100,934 | +1.5% | 0.13% | -10.3% |
| Q2 2022 | $3,105,000 | -3.1% | 99,426 | +17.8% | 0.15% | +6.6% |
| Q1 2022 | $3,205,000 | -6.8% | 84,406 | +0.5% | 0.14% | +2.2% |
| Q4 2021 | $3,437,000 | -1.2% | 83,970 | +0.3% | 0.13% | -20.2% |
| Q3 2021 | $3,478,000 | +3.7% | 83,759 | +3.9% | 0.17% | -5.6% |
| Q2 2021 | $3,355,000 | +11.5% | 80,651 | +5.6% | 0.18% | +4.1% |
| Q1 2021 | $3,010,000 | +10.0% | 76,359 | +5.0% | 0.17% | +1.8% |
| Q4 2020 | $2,737,000 | +8.9% | 72,704 | -5.9% | 0.17% | -4.0% |
| Q3 2020 | $2,513,000 | +188.5% | 77,249 | +216.2% | 0.18% | +121.5% |
| Q3 2018 | $871,000 | – | 24,430 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |