SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $230,000 | -7.3% | 6,047 | -0.2% | 0.04% | -10.4% |
| Q4 2021 | $248,000 | -27.3% | 6,059 | -26.3% | 0.05% | -31.4% |
| Q3 2021 | $341,000 | -0.3% | 8,222 | 0.0% | 0.07% | -9.1% |
| Q2 2021 | $342,000 | +6.2% | 8,222 | +0.5% | 0.08% | -2.5% |
| Q1 2021 | $322,000 | +3.2% | 8,180 | -1.4% | 0.08% | 0.0% |
| Q4 2020 | $312,000 | +17.7% | 8,292 | +1.6% | 0.08% | -16.8% |
| Q3 2020 | $265,000 | -24.1% | 8,158 | -18.9% | 0.10% | -25.2% |
| Q4 2019 | $349,000 | +11.1% | 10,053 | +2.0% | 0.13% | +4.1% |
| Q3 2019 | $314,000 | -2.2% | 9,854 | +0.4% | 0.12% | -3.9% |
| Q2 2019 | $321,000 | +1.3% | 9,818 | 0.0% | 0.13% | -3.8% |
| Q1 2019 | $317,000 | +0.3% | 9,818 | -9.4% | 0.13% | -16.5% |
| Q4 2018 | $316,000 | +47.7% | 10,835 | +81.2% | 0.16% | +68.1% |
| Q3 2018 | $214,000 | -0.9% | 5,980 | 0.0% | 0.09% | -6.0% |
| Q2 2018 | $216,000 | +6.4% | 5,980 | +7.9% | 0.10% | +3.1% |
| Q1 2018 | $203,000 | – | 5,543 | – | 0.10% | – |
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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% |