SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,380,413 | -1.0% | 228,850 | +3.6% | 1.68% | +0.5% |
| Q2 2023 | $7,457,396 | +1.7% | 220,829 | +1.5% | 1.67% | -3.2% |
| Q1 2023 | $7,332,499 | +9.0% | 217,517 | +1.8% | 1.72% | -1.1% |
| Q4 2022 | $6,725,139 | +14.5% | 213,700 | +1.0% | 1.74% | +10.2% |
| Q3 2022 | $5,873,000 | -11.4% | 211,629 | -0.3% | 1.58% | +2.3% |
| Q2 2022 | $6,627,000 | -15.6% | 212,201 | +2.6% | 1.55% | -3.4% |
| Q1 2022 | $7,854,000 | -9.7% | 206,851 | -2.7% | 1.60% | -9.5% |
| Q4 2021 | $8,699,000 | +7.2% | 212,533 | +8.7% | 1.77% | +0.4% |
| Q3 2021 | $8,118,000 | +5.7% | 195,519 | +5.9% | 1.76% | +1.7% |
| Q2 2021 | $7,681,000 | +11.3% | 184,632 | +5.5% | 1.74% | +3.5% |
| Q1 2021 | $6,901,000 | +7.4% | 175,065 | +2.6% | 1.68% | +3.8% |
| Q4 2020 | $6,423,000 | +17.2% | 170,589 | +1.2% | 1.62% | +4.9% |
| Q3 2020 | $5,482,000 | +10.4% | 168,533 | +0.3% | 1.54% | -1.6% |
| Q2 2020 | $4,966,000 | +21.7% | 167,954 | +0.5% | 1.57% | -27.4% |
| Q1 2020 | $4,080,000 | – | 167,196 | – | 2.16% | – |
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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% |