SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,628 | -84.0% | 2,159 | -82.4% | 0.00% | -70.0% |
| Q2 2023 | $435,612 | -39.1% | 12,288 | -36.2% | 0.01% | -67.7% |
| Q1 2023 | $714,752 | +113895.5% | 19,250 | +15.0% | 0.03% | +82.4% |
| Q4 2022 | $627 | -99.6% | 16,743 | +324.7% | 0.02% | +325.0% |
| Q3 2022 | $155,000 | +74.2% | 3,942 | +78.1% | 0.00% | +33.3% |
| Q2 2022 | $89,000 | -45.4% | 2,213 | -45.1% | 0.00% | +50.0% |
| Q1 2022 | $163,000 | +111.7% | 4,028 | +138.6% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | -90.4% | 1,688 | -91.3% | 0.00% | -87.5% |
| Q3 2021 | $804,000 | +11.4% | 19,318 | +10.8% | 0.02% | +6.7% |
| Q2 2021 | $722,000 | -35.4% | 17,434 | -38.4% | 0.02% | -31.8% |
| Q1 2021 | $1,117,000 | +16.8% | 28,318 | +11.2% | 0.02% | -43.6% |
| Q4 2020 | $956,000 | +47.3% | 25,469 | +21.3% | 0.04% | 0.0% |
| Q3 2020 | $649,000 | -31.7% | 20,998 | -35.3% | 0.04% | -48.0% |
| Q2 2020 | $950,000 | +194.1% | 32,477 | +133.3% | 0.08% | +127.3% |
| Q1 2020 | $323,000 | -12.9% | 13,918 | +24.7% | 0.03% | +17.9% |
| Q4 2019 | $371,000 | +11.1% | 11,163 | +3.4% | 0.03% | +27.3% |
| Q3 2019 | $334,000 | -20.9% | 10,798 | -26.0% | 0.02% | -15.4% |
| Q4 2018 | $422,000 | -44.4% | 14,595 | -31.4% | 0.03% | -16.1% |
| Q3 2018 | $759,000 | +13.6% | 21,284 | +14.9% | 0.03% | +10.7% |
| Q2 2018 | $668,000 | +4.0% | 18,530 | +5.7% | 0.03% | -3.4% |
| Q1 2018 | $642,000 | 0.0% | 17,525 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $642,000 | +6.6% | 17,525 | +4.4% | 0.03% | +20.8% |
| Q3 2017 | $602,000 | -3.8% | 16,794 | -9.7% | 0.02% | -11.1% |
| Q2 2017 | $626,000 | +15.3% | 18,602 | +7.4% | 0.03% | +12.5% |
| Q1 2017 | $543,000 | +58.3% | 17,316 | +47.1% | 0.02% | +41.2% |
| Q4 2016 | $343,000 | +98.3% | 11,771 | +110.5% | 0.02% | +88.9% |
| Q3 2016 | $173,000 | +51.8% | 5,592 | +41.7% | 0.01% | +50.0% |
| Q2 2016 | $114,000 | +67.6% | 3,946 | +66.8% | 0.01% | +20.0% |
| Q4 2015 | $68,000 | – | 2,365 | – | 0.01% | – |
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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% |