SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $66,872 | +10.4% | 1,980 | +10.2% | 0.03% | -9.7% |
Q1 2023 | $60,577 | +10.3% | 1,797 | +3.0% | 0.03% | 0.0% |
Q4 2022 | $54,915 | +998.3% | 1,745 | +869.4% | 0.03% | +933.3% |
Q3 2022 | $5,000 | -16.7% | 180 | 0.0% | 0.00% | -25.0% |
Q2 2022 | $6,000 | -14.3% | 180 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $7,000 | 0.0% | 180 | 0.0% | 0.00% | -20.0% |
Q2 2021 | $7,000 | – | 180 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Radnor Financial Advisors, LLC | 962,708 | $36,554,000 | 13.30% |
Morton Brown Family Wealth, LLC | 193,692 | $7,354,000 | 5.56% |
Johnson Financial Group, LLC | 746,604 | $28,349,000 | 4.75% |
Strategic Financial Planning, Inc. | 149,918 | $5,692,000 | 4.73% |
Fortress Wealth Management, Inc. | 150,906 | $5,730,000 | 4.39% |
Upper Left Wealth Management, LLC | 107,519 | $4,107,000 | 4.26% |
Kathleen S. Wright Associates Inc. | 148,047 | $5,621,000 | 4.10% |
ACT WEALTH MANAGEMENT, LLC | 188,303 | $7,150,000 | 4.07% |
McAdam, LLC | 936,410 | $35,555,000 | 3.36% |
Southern Wealth Management, LLP | 267,768 | $10,167,000 | 3.31% |