SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $674,990 | -3.3% | 20,930 | +1.2% | 0.29% | -2.0% |
| Q2 2023 | $698,125 | -35.9% | 20,673 | -36.0% | 0.29% | -29.5% |
| Q1 2023 | $1,088,697 | +10.7% | 32,296 | +3.3% | 0.42% | +1.7% |
| Q4 2022 | $983,814 | +18.5% | 31,262 | +4.5% | 0.41% | +14.2% |
| Q3 2022 | $830,000 | -2.4% | 29,926 | +10.0% | 0.36% | -6.8% |
| Q2 2022 | $850,000 | -8.4% | 27,208 | +11.3% | 0.38% | -13.5% |
| Q1 2022 | $928,000 | -3.8% | 24,445 | +3.8% | 0.44% | -4.3% |
| Q4 2021 | $965,000 | +36.5% | 23,560 | +38.4% | 0.46% | +5.4% |
| Q3 2021 | $707,000 | +24.3% | 17,028 | +24.5% | 0.44% | +27.1% |
| Q2 2021 | $569,000 | +65.9% | 13,673 | +57.2% | 0.35% | +28.0% |
| Q1 2021 | $343,000 | – | 8,696 | – | 0.27% | – |
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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% |