SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,217 | -13.7% | 4,998 | -9.6% | 0.01% | -16.7% |
| Q2 2023 | $186,781 | +11.9% | 5,530 | +11.7% | 0.01% | 0.0% |
| Q1 2023 | $166,845 | -12.3% | 4,949 | -18.1% | 0.01% | -25.0% |
| Q4 2022 | $190,218 | +5.7% | 6,044 | -7.0% | 0.01% | 0.0% |
| Q3 2022 | $180,000 | -19.6% | 6,501 | -9.4% | 0.01% | -20.0% |
| Q2 2022 | $224,000 | -18.8% | 7,176 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $276,000 | -8.6% | 7,176 | -2.8% | 0.01% | 0.0% |
| Q4 2021 | $302,000 | +7.1% | 7,383 | +8.6% | 0.01% | 0.0% |
| Q3 2021 | $282,000 | +2.9% | 6,797 | +3.1% | 0.01% | -8.3% |
| Q2 2021 | $274,000 | +5.4% | 6,593 | -0.2% | 0.01% | 0.0% |
| Q1 2021 | $260,000 | -5.1% | 6,608 | -9.3% | 0.01% | -20.0% |
| Q4 2020 | $274,000 | +16.6% | 7,285 | +0.8% | 0.02% | 0.0% |
| Q3 2020 | $235,000 | -2.5% | 7,224 | -11.5% | 0.02% | -6.2% |
| Q2 2020 | $241,000 | +21.1% | 8,166 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $199,000 | +19.2% | 8,157 | +69.1% | 0.02% | +23.1% |
| Q4 2019 | $167,000 | +21.9% | 4,824 | +11.8% | 0.01% | +8.3% |
| Q3 2019 | $137,000 | +48.9% | 4,313 | +53.3% | 0.01% | +33.3% |
| Q2 2019 | $92,000 | +1050.0% | 2,814 | +994.9% | 0.01% | +800.0% |
| Q1 2019 | $8,000 | -89.0% | 257 | -89.8% | 0.00% | -90.0% |
| Q4 2018 | $73,000 | -9.9% | 2,512 | +10.2% | 0.01% | 0.0% |
| Q3 2018 | $81,000 | +1.2% | 2,279 | +1.7% | 0.01% | -9.1% |
| Q2 2018 | $80,000 | -2.4% | 2,242 | 0.0% | 0.01% | -15.4% |
| Q1 2018 | $82,000 | +22.4% | 2,242 | +22.6% | 0.01% | +18.2% |
| Q4 2017 | $67,000 | +1.5% | 1,829 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $66,000 | +4.8% | 1,829 | +0.3% | 0.01% | -8.3% |
| Q2 2017 | $63,000 | +3050.0% | 1,823 | +4240.5% | 0.01% | – |
| Q1 2017 | $2,000 | +100.0% | 42 | +100.0% | 0.00% | – |
| Q4 2016 | $1,000 | – | 21 | – | 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% |