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 | $967,163 | -16.0% | 29,990 | -12.1% | 0.02% | -16.0% |
| Q2 2023 | $1,151,677 | +8.2% | 34,104 | +8.0% | 0.02% | 0.0% |
| Q1 2023 | $1,064,547 | +7.1% | 31,580 | -0.0% | 0.02% | -13.8% |
| Q4 2022 | $994,124 | +20.2% | 31,590 | +6.1% | 0.03% | -6.5% |
| Q3 2022 | $827,000 | -4.4% | 29,784 | +7.6% | 0.03% | -16.2% |
| Q2 2022 | $865,000 | -16.0% | 27,693 | +2.1% | 0.04% | -5.1% |
| Q1 2022 | $1,030,000 | -20.0% | 27,123 | -13.8% | 0.04% | -15.2% |
| Q4 2021 | $1,287,000 | -0.8% | 31,450 | +0.7% | 0.05% | -9.8% |
| Q3 2021 | $1,297,000 | +1.9% | 31,245 | +2.1% | 0.05% | -1.9% |
| Q2 2021 | $1,273,000 | +4.2% | 30,603 | -1.2% | 0.05% | -8.8% |
| Q1 2021 | $1,222,000 | +13.3% | 30,990 | +8.2% | 0.06% | +1.8% |
| Q4 2020 | $1,079,000 | -9.6% | 28,653 | -21.9% | 0.06% | -31.7% |
| Q3 2020 | $1,193,000 | +10.9% | 36,679 | +0.8% | 0.08% | +5.1% |
| Q2 2020 | $1,076,000 | +27.9% | 36,384 | +5.5% | 0.08% | +5.4% |
| Q1 2020 | $841,000 | -25.7% | 34,475 | +5.5% | 0.07% | -16.9% |
| Q4 2019 | $1,132,000 | +12.1% | 32,682 | +2.9% | 0.09% | -2.2% |
| Q3 2019 | $1,010,000 | +15.6% | 31,754 | +18.7% | 0.09% | +33.8% |
| Q2 2019 | $874,000 | +940.5% | 26,762 | +931.3% | 0.07% | +466.7% |
| Q1 2019 | $84,000 | +27.3% | 2,595 | +14.9% | 0.01% | +9.1% |
| Q4 2018 | $66,000 | -44.1% | 2,259 | -31.5% | 0.01% | -60.7% |
| Q3 2018 | $118,000 | -15.7% | 3,300 | -15.1% | 0.03% | -3.4% |
| Q2 2018 | $140,000 | +2.2% | 3,889 | +3.5% | 0.03% | -3.3% |
| Q1 2018 | $137,000 | -19.9% | 3,756 | -19.3% | 0.03% | +50.0% |
| Q4 2017 | $171,000 | +0.6% | 4,656 | -1.8% | 0.02% | -67.7% |
| Q3 2017 | $170,000 | -16.3% | 4,741 | -21.5% | 0.06% | +1.6% |
| Q2 2017 | $203,000 | – | 6,039 | – | 0.06% | – |
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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% |