SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
---|---|---|---|
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% |