SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544,276 | -9.2% | 16,877 | -4.9% | 0.03% | -5.7% |
| Q2 2023 | $599,275 | +5.2% | 17,746 | +5.0% | 0.04% | +2.9% |
| Q1 2023 | $569,516 | +17.0% | 16,895 | +9.2% | 0.03% | +9.7% |
| Q4 2022 | $486,890 | -4.0% | 15,472 | -15.2% | 0.03% | -8.8% |
| Q3 2022 | $507,000 | -11.7% | 18,256 | -0.8% | 0.03% | -8.1% |
| Q2 2022 | $574,000 | +37.6% | 18,394 | +67.4% | 0.04% | +54.2% |
| Q1 2022 | $417,000 | -16.3% | 10,985 | -9.8% | 0.02% | -17.2% |
| Q4 2021 | $498,000 | -25.0% | 12,172 | -23.8% | 0.03% | -34.1% |
| Q3 2021 | $664,000 | -0.7% | 15,981 | -0.6% | 0.04% | -10.2% |
| Q2 2021 | $669,000 | +40.8% | 16,074 | +33.5% | 0.05% | +14.0% |
| Q1 2021 | $475,000 | -10.5% | 12,041 | -14.6% | 0.04% | -25.9% |
| Q4 2020 | $531,000 | 0.0% | 14,095 | -13.7% | 0.06% | -13.4% |
| Q3 2020 | $531,000 | +1.5% | 16,325 | -7.7% | 0.07% | +9.8% |
| Q2 2020 | $523,000 | +125.4% | 17,689 | +86.0% | 0.06% | +35.6% |
| Q1 2020 | $232,000 | -21.1% | 9,509 | +12.1% | 0.04% | +12.5% |
| Q4 2019 | $294,000 | – | 8,483 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |