SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 323 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $50,242 | +8.2% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $46,440 | -4.5% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $48,629 | +0.2% | 1,440 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $48,542 | +7.1% | 1,440 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $45,317 | +13.4% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $39,960 | -11.1% | 1,440 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $44,971 | -15.7% | 1,440 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $53,348 | -4.2% | 1,405 | +3.3% | 0.01% | 0.0% |
| Q4 2021 | $55,665 | -1.4% | 1,360 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $56,467 | -0.2% | 1,360 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,576 | +5.5% | 1,360 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,611 | +18.7% | 1,360 | +13.3% | 0.01% | 0.0% |
| Q4 2020 | $45,180 | +15.7% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,036 | +10.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,484 | +21.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $29,280 | -29.6% | 1,200 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $41,580 | +9.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,160 | -2.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $39,168 | +1.2% | 1,200 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $38,700 | +10.8% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $34,920 | -18.4% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,792 | -1.1% | 1,200 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $43,284 | -1.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $43,812 | -0.3% | 1,200 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $43,956 | – | 1,200 | – | 0.01% | – |
Download | ||||||
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% |