SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $385,130 | +13.3% | 12,238 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $340,000 | -11.0% | 12,238 | 0.0% | 0.09% | +19.0% |
| Q2 2022 | $382,000 | -17.8% | 12,238 | -0.1% | 0.08% | -30.1% |
| Q1 2022 | $465,000 | -7.6% | 12,245 | -0.4% | 0.11% | +1.8% |
| Q4 2021 | $503,000 | -1.4% | 12,289 | +0.0% | 0.11% | -20.7% |
| Q3 2021 | $510,000 | -0.2% | 12,283 | +0.0% | 0.14% | -13.6% |
| Q2 2021 | $511,000 | +4.9% | 12,281 | +2.5% | 0.16% | -34.4% |
| Q1 2021 | $487,000 | – | 11,976 | – | 0.25% | – |
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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% |