SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 258 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,267 | -1.2% | 6,108 | -1.4% | 0.06% | +1.6% |
| Q1 2023 | $208,833 | -1.2% | 6,195 | -4.2% | 0.06% | +21.2% |
| Q4 2022 | $211,308 | +4.1% | 6,464 | -0.8% | 0.05% | -1.9% |
| Q2 2022 | $203,000 | -7.3% | 6,513 | 0.0% | 0.05% | -7.0% |
| Q1 2022 | $219,000 | -18.3% | 6,513 | -0.7% | 0.06% | -8.1% |
| Q4 2021 | $268,000 | -10.7% | 6,558 | -9.2% | 0.06% | -4.6% |
| Q3 2021 | $300,000 | -9.4% | 7,226 | -6.3% | 0.06% | -1.5% |
| Q2 2021 | $331,000 | +2.5% | 7,710 | -0.9% | 0.07% | +3.1% |
| Q1 2021 | $323,000 | +7.3% | 7,781 | -2.6% | 0.06% | 0.0% |
| Q4 2020 | $301,000 | +7.9% | 7,986 | 0.0% | 0.06% | +3.2% |
| Q3 2020 | $279,000 | -4.8% | 7,986 | -11.0% | 0.06% | +1.6% |
| Q2 2020 | $293,000 | -33.9% | 8,977 | -50.6% | 0.06% | -39.0% |
| Q1 2020 | $443,000 | – | 18,162 | – | 0.10% | – |
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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% |