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 | $1,649,617 | -76.9% | 51,151 | -75.8% | 0.60% | -76.4% |
| Q2 2023 | $7,134,637 | +0.5% | 211,271 | +0.3% | 2.54% | -3.8% |
| Q1 2023 | $7,099,397 | +8.2% | 210,602 | +1.0% | 2.64% | +2.3% |
| Q4 2022 | $6,559,295 | +12.0% | 208,430 | -1.2% | 2.58% | +5.7% |
| Q3 2022 | $5,854,000 | -7.9% | 210,955 | +3.6% | 2.44% | -0.2% |
| Q2 2022 | $6,357,000 | -17.3% | 203,546 | +0.6% | 2.44% | -5.0% |
| Q1 2022 | $7,685,000 | -6.1% | 202,407 | +1.2% | 2.58% | -2.8% |
| Q4 2021 | $8,183,000 | -1.7% | 199,919 | -0.3% | 2.65% | -6.1% |
| Q3 2021 | $8,328,000 | -0.2% | 200,568 | +0.0% | 2.82% | -0.4% |
| Q2 2021 | $8,342,000 | +4.3% | 200,525 | -1.1% | 2.83% | -2.2% |
| Q1 2021 | $7,996,000 | +2.7% | 202,836 | -1.9% | 2.90% | -1.1% |
| Q4 2020 | $7,783,000 | +19.0% | 206,712 | +2.8% | 2.93% | +3.8% |
| Q3 2020 | $6,540,000 | +9.6% | 201,043 | -0.4% | 2.82% | +0.8% |
| Q2 2020 | $5,967,000 | +15.7% | 201,790 | -4.5% | 2.80% | +6.3% |
| Q1 2020 | $5,157,000 | -62.8% | 211,346 | -47.2% | 2.63% | -10.9% |
| Q4 2019 | $13,856,000 | +8.9% | 399,898 | -0.1% | 2.96% | +4.5% |
| Q3 2019 | $12,726,000 | +95.1% | 400,174 | +100.2% | 2.83% | -3.5% |
| Q2 2019 | $6,524,000 | -50.1% | 199,880 | -50.7% | 2.93% | -2.6% |
| Q1 2019 | $13,080,000 | +125.8% | 405,570 | +103.7% | 3.01% | +5.5% |
| Q4 2018 | $5,794,000 | -59.7% | 199,095 | -50.7% | 2.85% | -11.9% |
| Q3 2018 | $14,390,000 | +96.5% | 403,538 | +98.8% | 3.24% | -4.3% |
| Q2 2018 | $7,323,000 | -0.2% | 203,014 | +1.0% | 3.38% | -3.1% |
| Q1 2018 | $7,340,000 | -62.6% | 201,053 | -62.5% | 3.49% | -6.2% |
| Q4 2017 | $19,640,000 | +3.3% | 536,174 | +1.1% | 3.72% | +1.5% |
| Q3 2017 | $19,006,000 | +8.7% | 530,596 | +2.0% | 3.66% | +7.0% |
| Q2 2017 | $17,492,000 | +116.1% | 520,138 | +101.3% | 3.42% | +4.7% |
| Q1 2017 | $8,095,000 | -43.1% | 258,386 | -47.1% | 3.27% | +5.7% |
| Q4 2016 | $14,220,000 | – | 488,672 | – | 3.10% | – |
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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% |