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 | $4,684,646 | +0.6% | 145,260 | +5.4% | 0.35% | +90.1% |
| Q2 2023 | $4,654,869 | +23.9% | 137,840 | +23.7% | 0.18% | -46.2% |
| Q1 2023 | $3,757,485 | +77.7% | 111,465 | +65.8% | 0.34% | +48.2% |
| Q4 2022 | $2,115,099 | +105.2% | 67,210 | +80.8% | 0.23% | +365.3% |
| Q3 2022 | $1,031,000 | +23.6% | 37,169 | +39.3% | 0.05% | +25.6% |
| Q2 2022 | $834,000 | +168.2% | 26,690 | +225.6% | 0.04% | +225.0% |
| Q1 2022 | $311,000 | +35.2% | 8,197 | +23.6% | 0.01% | -81.2% |
| Q4 2019 | $230,000 | +9.5% | 6,631 | +0.2% | 0.06% | 0.0% |
| Q3 2019 | $210,000 | -51.4% | 6,618 | -50.0% | 0.06% | -4.5% |
| Q2 2019 | $432,000 | +102.8% | 13,232 | +100.0% | 0.07% | -1.5% |
| Q1 2019 | $213,000 | – | 6,616 | – | 0.07% | – |
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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% |