SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $716,832 | -6.3% | 22,227 | -1.9% | 0.05% | -4.0% |
Q2 2023 | $764,903 | +0.8% | 22,650 | +0.6% | 0.05% | -3.8% |
Q1 2023 | $759,133 | +104033.5% | 22,520 | -2.8% | 0.05% | +2.0% |
Q4 2022 | $729 | -99.9% | 23,177 | +38.2% | 0.05% | +27.5% |
Q2 2022 | $524,000 | -21.8% | 16,765 | -4.9% | 0.04% | -13.0% |
Q1 2022 | $670,000 | -29.5% | 17,630 | -24.1% | 0.05% | -32.4% |
Q4 2021 | $951,000 | – | 23,243 | – | 0.07% | – |
Download |
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% |