SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201 | -99.9% | 6,390 | -29.0% | 0.09% | -11.5% |
| Q1 2022 | $342,000 | -9.3% | 9,000 | -2.2% | 0.10% | 0.0% |
| Q4 2021 | $377,000 | -1.3% | 9,200 | 0.0% | 0.10% | -14.0% |
| Q3 2021 | $382,000 | -15.1% | 9,200 | -15.0% | 0.12% | -9.7% |
| Q2 2021 | $450,000 | +5.4% | 10,829 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $427,000 | +0.2% | 10,829 | -4.2% | 0.13% | -0.7% |
| Q4 2020 | $426,000 | +10.1% | 11,304 | -5.1% | 0.13% | +8.9% |
| Q3 2020 | $387,000 | -40.3% | 11,908 | -45.6% | 0.12% | -42.5% |
| Q2 2020 | $648,000 | +21.1% | 21,908 | 0.0% | 0.21% | -34.4% |
| Q1 2020 | $535,000 | -29.2% | 21,908 | +0.5% | 0.33% | +38.1% |
| Q4 2019 | $756,000 | +194.2% | 21,808 | +169.5% | 0.24% | +174.4% |
| Q3 2019 | $257,000 | -2.7% | 8,093 | 0.0% | 0.09% | -3.4% |
| Q2 2019 | $264,000 | +1.1% | 8,093 | 0.0% | 0.09% | +4.7% |
| Q1 2019 | $261,000 | +10.6% | 8,093 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $236,000 | -65.8% | 8,093 | -58.3% | 0.09% | -58.9% |
| Q3 2018 | $691,000 | -50.6% | 19,388 | -50.0% | 0.21% | -12.6% |
| Q2 2018 | $1,398,000 | -14.3% | 38,776 | -13.2% | 0.24% | -61.8% |
| Q1 2018 | $1,632,000 | +132.8% | 44,698 | +133.6% | 0.63% | +130.1% |
| Q4 2017 | $701,000 | – | 19,133 | – | 0.27% | – |
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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% |