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 | $11,848,909 | -5.4% | 367,408 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $12,531,777 | +9.1% | 371,092 | +8.9% | 0.00% | 0.0% |
| Q1 2023 | $11,487,458 | -2.9% | 340,773 | -9.3% | 0.00% | 0.0% |
| Q4 2022 | $11,827,937 | +71.8% | 375,848 | +51.5% | 0.00% | +33.3% |
| Q3 2022 | $6,886,000 | -15.4% | 248,156 | -4.8% | 0.00% | 0.0% |
| Q2 2022 | $8,137,000 | +15.4% | 260,553 | +40.3% | 0.00% | +50.0% |
| Q1 2022 | $7,052,000 | -14.1% | 185,727 | -7.4% | 0.00% | 0.0% |
| Q4 2021 | $8,211,000 | +139.0% | 200,619 | +142.5% | 0.00% | +100.0% |
| Q3 2021 | $3,435,000 | +34.6% | 82,738 | +34.8% | 0.00% | 0.0% |
| Q2 2021 | $2,552,000 | +5.5% | 61,357 | +0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,418,000 | +28.7% | 61,341 | +22.9% | 0.00% | 0.0% |
| Q4 2020 | $1,879,000 | +10.9% | 49,901 | -4.2% | 0.00% | 0.0% |
| Q3 2020 | $1,695,000 | +6.1% | 52,099 | -3.6% | 0.00% | 0.0% |
| Q2 2020 | $1,598,000 | +37.4% | 54,039 | +13.4% | 0.00% | 0.0% |
| Q1 2020 | $1,163,000 | -39.0% | 47,653 | -13.3% | 0.00% | 0.0% |
| Q4 2019 | $1,905,000 | +13.7% | 54,986 | +4.4% | 0.00% | 0.0% |
| Q3 2019 | $1,675,000 | -0.5% | 52,688 | +2.2% | 0.00% | 0.0% |
| Q2 2019 | $1,683,000 | +3.9% | 51,558 | +2.6% | 0.00% | 0.0% |
| Q1 2019 | $1,620,000 | +9.9% | 50,236 | -0.8% | 0.00% | 0.0% |
| Q4 2018 | $1,474,000 | -4.7% | 50,641 | +16.8% | 0.00% | 0.0% |
| Q3 2018 | $1,546,000 | -56.2% | 43,354 | -55.7% | 0.00% | -50.0% |
| Q2 2018 | $3,528,000 | +126.0% | 97,822 | +128.8% | 0.00% | +100.0% |
| Q1 2018 | $1,561,000 | +30.1% | 42,756 | +30.5% | 0.00% | – |
| Q4 2017 | $1,200,000 | +16.2% | 32,757 | +13.6% | 0.00% | – |
| Q3 2017 | $1,033,000 | +7.3% | 28,825 | +0.6% | 0.00% | – |
| Q2 2017 | $963,000 | +16.6% | 28,644 | +8.6% | 0.00% | – |
| Q1 2017 | $826,000 | +23.1% | 26,377 | +14.4% | 0.00% | – |
| Q4 2016 | $671,000 | -3.3% | 23,063 | +2.6% | 0.00% | – |
| Q3 2016 | $694,000 | +17.2% | 22,475 | +9.3% | 0.00% | – |
| Q2 2016 | $592,000 | +1.0% | 20,560 | +1.6% | 0.00% | – |
| Q1 2016 | $586,000 | -5.2% | 20,237 | -5.6% | 0.00% | – |
| Q4 2015 | $618,000 | +12.8% | 21,445 | +11.7% | 0.00% | – |
| Q3 2015 | $548,000 | -10.7% | 19,205 | -2.0% | 0.00% | – |
| Q2 2015 | $614,000 | +11.0% | 19,601 | +7.0% | 0.00% | – |
| Q1 2015 | $553,000 | +27.4% | 18,320 | +21.8% | 0.00% | – |
| Q4 2014 | $434,000 | – | 15,044 | – | 0.00% | – |
Download | ||||||
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% |