SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |