SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,389,044 | -27.1% | 74,080 | -23.7% | 0.00% | -33.3% |
| Q2 2023 | $3,277,345 | +63.4% | 97,049 | +63.1% | 0.01% | +50.0% |
| Q1 2023 | $2,006,190 | +8.5% | 59,519 | +1.2% | 0.00% | 0.0% |
| Q4 2022 | $1,849,266 | +25.3% | 58,796 | +10.4% | 0.00% | +33.3% |
| Q3 2022 | $1,476,000 | -17.9% | 53,277 | -7.4% | 0.00% | -25.0% |
| Q2 2022 | $1,797,000 | -5.3% | 57,543 | +5.8% | 0.00% | 0.0% |
| Q1 2022 | $1,897,000 | -10.8% | 54,386 | +4.7% | 0.00% | 0.0% |
| Q4 2021 | $2,127,000 | +375.8% | 51,967 | +383.3% | 0.00% | +300.0% |
| Q3 2021 | $447,000 | -12.4% | 10,752 | -12.0% | 0.00% | 0.0% |
| Q2 2021 | $510,000 | +69.4% | 12,225 | +61.7% | 0.00% | 0.0% |
| Q1 2021 | $301,000 | +13.2% | 7,558 | +6.7% | 0.00% | 0.0% |
| Q4 2020 | $266,000 | -25.9% | 7,081 | -35.7% | 0.00% | 0.0% |
| Q3 2020 | $359,000 | +9.8% | 11,006 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $327,000 | -49.7% | 11,089 | -83.0% | 0.00% | -66.7% |
| Q1 2020 | $650,000 | – | 65,283 | – | 0.00% | – |
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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% |