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 | $217,397 | -4.5% | 6,741 | 0.0% | 0.02% | +15.8% |
| Q2 2023 | $227,644 | +6.5% | 6,741 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $213,807 | -34.2% | 6,794 | -35.3% | 0.02% | -36.7% |
| Q2 2022 | $325,000 | +29.0% | 10,493 | +58.2% | 0.03% | +57.9% |
| Q1 2022 | $252,000 | -11.3% | 6,631 | -4.3% | 0.02% | -13.6% |
| Q4 2021 | $284,000 | -29.9% | 6,931 | -29.0% | 0.02% | -40.5% |
| Q3 2021 | $405,000 | +41.1% | 9,762 | +41.4% | 0.04% | +37.0% |
| Q2 2021 | $287,000 | -6.5% | 6,903 | -11.3% | 0.03% | -12.9% |
| Q1 2021 | $307,000 | +18.1% | 7,783 | +12.7% | 0.03% | +3.3% |
| Q4 2020 | $260,000 | +27.5% | 6,903 | 0.0% | 0.03% | +3.4% |
| Q2 2020 | $204,000 | -9.7% | 6,903 | -25.5% | 0.03% | +383.3% |
| Q1 2020 | $226,000 | – | 9,268 | – | 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% |