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 | $10,997 | -4.5% | 341 | 0.0% | 0.00% | – |
| Q2 2023 | $11,516 | +0.1% | 341 | 0.0% | 0.00% | – |
| Q1 2023 | $11,505 | -91.8% | 341 | -92.3% | 0.00% | -100.0% |
| Q4 2022 | $139,853 | +33.2% | 4,444 | +17.0% | 0.00% | +33.3% |
| Q3 2022 | $105,000 | -8.7% | 3,798 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $115,000 | -14.8% | 3,675 | +3.0% | 0.00% | 0.0% |
| Q1 2022 | $135,000 | +864.3% | 3,567 | +946.0% | 0.00% | – |
| Q4 2021 | $14,000 | 0.0% | 341 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 341 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 341 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +8.3% | 341 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $12,000 | +9.1% | 341 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -61.5% | 341 | -68.7% | 0.00% | -50.0% |
| Q1 2020 | $26,000 | -31.6% | 1,091 | -1.3% | 0.00% | -33.3% |
| Q4 2019 | $38,000 | +5.6% | 1,105 | -3.5% | 0.00% | +50.0% |
| Q3 2019 | $36,000 | – | 1,145 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |