SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 256 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,021,371 | +0.2% | 59,857 | 0.0% | 0.34% | -8.2% |
Q1 2023 | $2,017,779 | +7.0% | 59,857 | -0.1% | 0.36% | +7.7% |
Q4 2022 | $1,885,237 | +13.2% | 59,906 | -0.2% | 0.34% | -3.1% |
Q3 2022 | $1,666,000 | -8.9% | 60,021 | +2.5% | 0.35% | -6.9% |
Q2 2022 | $1,829,000 | -17.8% | 58,573 | 0.0% | 0.38% | -1.6% |
Q1 2022 | $2,224,000 | -6.9% | 58,573 | +0.4% | 0.38% | -9.0% |
Q4 2021 | $2,389,000 | -1.4% | 58,365 | 0.0% | 0.42% | +8.2% |
Q3 2021 | $2,423,000 | -0.2% | 58,365 | 0.0% | 0.39% | +1.0% |
Q2 2021 | $2,428,000 | +0.3% | 58,365 | +0.4% | 0.38% | -9.6% |
Q1 2021 | $2,421,000 | +11.6% | 58,121 | +0.9% | 0.42% | +26.5% |
Q4 2020 | $2,169,000 | +15.7% | 57,600 | 0.0% | 0.34% | -7.4% |
Q3 2020 | $1,874,000 | +10.0% | 57,600 | 0.0% | 0.36% | +4.3% |
Q2 2020 | $1,703,000 | +24.7% | 57,600 | +2.9% | 0.35% | +0.6% |
Q1 2020 | $1,366,000 | -29.6% | 56,000 | 0.0% | 0.35% | -17.2% |
Q4 2019 | $1,940,000 | – | 56,000 | – | 0.42% | – |
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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% |