SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47,991 | +26.3% | 1,525 | +11.5% | 0.00% | +33.3% |
| Q3 2022 | $38,000 | -9.5% | 1,368 | +0.2% | 0.00% | -25.0% |
| Q2 2022 | $42,000 | -19.2% | 1,365 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -11.9% | 1,361 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $59,000 | +9.3% | 1,445 | +11.7% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | +17.4% | 1,294 | +17.4% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +15.0% | 1,102 | +8.3% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | -52.9% | 1,018 | -53.8% | 0.00% | 0.0% |
| Q4 2020 | $85,000 | +174.2% | 2,202 | +129.1% | 0.00% | +33.3% |
| Q3 2020 | $31,000 | +6.9% | 961 | -1.3% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 974 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -11.1% | 971 | +26.3% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | -97.8% | 769 | -98.0% | 0.00% | -98.0% |
| Q3 2019 | $1,246,000 | -4.5% | 39,194 | -1.9% | 0.15% | -3.2% |
| Q2 2019 | $1,305,000 | -41.8% | 39,968 | -42.5% | 0.16% | -40.4% |
| Q1 2019 | $2,243,000 | +3.3% | 69,557 | -6.8% | 0.26% | -7.5% |
| Q4 2018 | $2,171,000 | -52.1% | 74,607 | -41.3% | 0.28% | -47.7% |
| Q3 2018 | $4,531,000 | -4.5% | 127,049 | -3.4% | 0.54% | -8.7% |
| Q2 2018 | $4,746,000 | -5.2% | 131,568 | -4.1% | 0.59% | -5.8% |
| Q1 2018 | $5,008,000 | +151.5% | 137,172 | +152.3% | 0.62% | +162.2% |
| Q4 2017 | $1,991,000 | +4.6% | 54,359 | +2.3% | 0.24% | +0.8% |
| Q3 2017 | $1,903,000 | +35.1% | 53,139 | +26.9% | 0.24% | +31.1% |
| Q2 2017 | $1,409,000 | +10.7% | 41,886 | +3.1% | 0.18% | +9.1% |
| Q1 2017 | $1,273,000 | +2094.8% | 40,631 | +1938.7% | 0.16% | +1733.3% |
| Q4 2016 | $58,000 | -4.9% | 1,993 | +1.2% | 0.01% | 0.0% |
| Q3 2016 | $61,000 | +1.7% | 1,970 | -5.8% | 0.01% | 0.0% |
| Q2 2016 | $60,000 | -1.6% | 2,092 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $61,000 | – | 2,092 | – | 0.01% | – |
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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% |