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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,468,553 | -51.4% | 43,487 | -51.5% | 0.77% | -21.0% |
| Q1 2023 | $3,021,056 | +116.4% | 89,618 | +102.0% | 0.97% | +2.5% |
| Q4 2022 | $1,395,962 | +9.3% | 44,358 | -3.6% | 0.95% | -11.3% |
| Q3 2022 | $1,277,000 | -6.0% | 46,007 | +5.7% | 1.07% | +14.5% |
| Q2 2022 | $1,359,000 | -25.0% | 43,517 | -8.8% | 0.93% | -21.7% |
| Q1 2022 | $1,812,000 | -0.8% | 47,733 | -23.9% | 1.19% | -13.0% |
| Q4 2018 | $1,826,000 | – | 62,735 | – | 1.37% | – |
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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% |