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 | $2,069 | -4.5% | 64 | 0.0% | 0.00% | – |
Q2 2023 | $2,167 | +0.7% | 64 | 0.0% | 0.00% | – |
Q1 2023 | $2,152 | +7.2% | 64 | 0.0% | 0.00% | – |
Q4 2022 | $2,008 | +0.4% | 64 | +1.6% | 0.00% | – |
Q3 2022 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – |
Q2 2022 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | – |
Q1 2022 | $2,000 | -33.3% | 63 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 63 | +3.3% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | – |
Q2 2021 | $3,000 | +50.0% | 61 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – |
Q4 2020 | $2,000 | 0.0% | 61 | +1.7% | 0.00% | – |
Q3 2020 | $2,000 | -81.8% | 60 | -83.7% | 0.00% | -100.0% |
Q2 2020 | $11,000 | +22.2% | 369 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $9,000 | -99.3% | 369 | -98.9% | 0.00% | -99.0% |
Q4 2019 | $1,213,000 | +13.3% | 35,013 | +3.9% | 0.20% | +5.2% |
Q3 2019 | $1,071,000 | -1.0% | 33,691 | +1.7% | 0.19% | -3.5% |
Q2 2019 | $1,082,000 | -10.8% | 33,136 | -11.9% | 0.20% | -15.2% |
Q1 2019 | $1,213,000 | -22.7% | 37,615 | -30.3% | 0.24% | -34.0% |
Q4 2018 | $1,570,000 | +77.0% | 53,963 | +116.8% | 0.36% | +77.7% |
Q3 2018 | $887,000 | +1.3% | 24,887 | +2.5% | 0.20% | -14.0% |
Q2 2018 | $876,000 | +5.2% | 24,287 | +6.5% | 0.24% | -2.1% |
Q1 2018 | $833,000 | +2.0% | 22,809 | +2.3% | 0.24% | +11.6% |
Q4 2017 | $817,000 | +10.7% | 22,307 | +8.3% | 0.22% | +4.4% |
Q3 2017 | $738,000 | +10.1% | 20,600 | +3.4% | 0.21% | +3.0% |
Q2 2017 | $670,000 | +12.6% | 19,914 | +4.8% | 0.20% | +8.7% |
Q1 2017 | $595,000 | +114.0% | 19,005 | +99.2% | 0.18% | +124.4% |
Q4 2016 | $278,000 | +3.0% | 9,543 | +9.3% | 0.08% | -6.8% |
Q3 2016 | $270,000 | – | 8,729 | – | 0.09% | – |
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% |