SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,192,148 | +251.1% | 502,082 | +267.6% | 0.14% | +259.0% |
| Q2 2023 | $4,612,273 | -0.5% | 136,579 | -0.7% | 0.04% | -4.9% |
| Q1 2023 | $4,635,906 | +6.3% | 137,523 | -0.8% | 0.04% | +2.5% |
| Q4 2022 | $4,362,361 | +1977.3% | 138,620 | +1730.0% | 0.04% | +900.0% |
| Q3 2022 | $210,000 | -94.2% | 7,575 | -91.5% | 0.00% | -92.3% |
| Q4 2021 | $3,650,000 | -8.2% | 89,177 | -6.8% | 0.05% | -17.5% |
| Q3 2021 | $3,974,000 | -2.6% | 95,722 | -2.4% | 0.06% | -4.5% |
| Q2 2021 | $4,080,000 | +22.0% | 98,065 | +15.6% | 0.07% | 0.0% |
| Q1 2021 | $3,344,000 | -18.4% | 84,830 | -22.1% | 0.07% | -18.5% |
| Q4 2020 | $4,099,000 | – | 108,862 | – | 0.08% | – |
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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% |