SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $308,851 | +14.6% | 9,146 | +14.4% | 0.03% | +3.7% |
| Q1 2023 | $269,564 | +7.1% | 7,997 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $251,652 | +14.9% | 7,997 | +1.4% | 0.03% | +3.8% |
| Q3 2022 | $219,000 | -12.0% | 7,887 | -0.9% | 0.03% | -3.7% |
| Q2 2022 | $249,000 | -17.5% | 7,962 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $302,000 | +5.6% | 7,962 | +13.9% | 0.03% | +16.0% |
| Q4 2021 | $286,000 | -7.1% | 6,991 | -5.2% | 0.02% | -21.9% |
| Q3 2021 | $308,000 | +0.3% | 7,374 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $307,000 | +6.2% | 7,374 | +0.5% | 0.03% | -25.6% |
| Q1 2021 | $289,000 | +4.7% | 7,340 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $276,000 | – | 7,340 | – | 0.04% | – |
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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% |