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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,565,234 | -7.7% | 48,534 | -3.4% | 0.38% | -7.1% |
| Q2 2023 | $1,696,381 | -4.9% | 50,233 | -5.1% | 0.41% | -10.9% |
| Q1 2023 | $1,783,850 | -0.3% | 52,918 | -6.9% | 0.46% | -5.9% |
| Q4 2022 | $1,789,496 | +22.7% | 56,864 | +8.2% | 0.49% | +11.1% |
| Q3 2022 | $1,458,000 | -9.7% | 52,534 | +1.6% | 0.44% | -7.6% |
| Q2 2022 | $1,615,000 | -25.3% | 51,706 | -9.2% | 0.48% | -18.2% |
| Q1 2022 | $2,161,000 | -12.8% | 56,915 | -6.0% | 0.58% | -12.1% |
| Q4 2021 | $2,479,000 | +5.1% | 60,576 | +6.7% | 0.66% | -11.9% |
| Q3 2021 | $2,358,000 | +0.0% | 56,784 | +0.2% | 0.75% | +4.3% |
| Q2 2021 | $2,357,000 | +6.2% | 56,654 | +0.6% | 0.72% | +1.4% |
| Q1 2021 | $2,219,000 | +3.3% | 56,302 | -1.3% | 0.71% | +7.1% |
| Q4 2020 | $2,148,000 | +15.7% | 57,064 | +0.0% | 0.66% | -2.1% |
| Q3 2020 | $1,856,000 | +8.5% | 57,051 | -1.4% | 0.68% | -2.9% |
| Q2 2020 | $1,711,000 | +17.0% | 57,857 | -3.5% | 0.70% | -3.1% |
| Q1 2020 | $1,463,000 | +89.8% | 59,960 | +169.6% | 0.72% | +103.1% |
| Q4 2019 | $771,000 | +0.5% | 22,242 | -7.8% | 0.35% | -6.8% |
| Q3 2019 | $767,000 | -2.5% | 24,129 | +0.1% | 0.38% | -19.7% |
| Q2 2019 | $787,000 | +8.9% | 24,108 | +7.5% | 0.47% | +4.6% |
| Q1 2019 | $723,000 | +15.5% | 22,427 | +4.3% | 0.45% | -4.8% |
| Q4 2018 | $626,000 | -17.4% | 21,501 | +1.0% | 0.48% | -6.7% |
| Q3 2018 | $758,000 | +0.3% | 21,284 | +1.5% | 0.51% | -10.4% |
| Q2 2018 | $756,000 | -1.6% | 20,963 | -0.4% | 0.57% | -9.3% |
| Q1 2018 | $768,000 | -4.0% | 21,043 | -3.6% | 0.63% | -22.8% |
| Q4 2017 | $800,000 | – | 21,839 | – | 0.81% | – |
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% |