SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,430,185 | -3.2% | 137,370 | +1.4% | 0.54% | -0.4% |
| Q2 2023 | $4,574,589 | +0.7% | 135,463 | +0.5% | 0.54% | -1.8% |
| Q1 2023 | $4,541,954 | +5.9% | 134,736 | -1.2% | 0.56% | -0.7% |
| Q4 2022 | $4,289,615 | -26.7% | 136,308 | -35.4% | 0.56% | -30.8% |
| Q3 2022 | $5,851,000 | -4.5% | 210,845 | +7.5% | 0.81% | -3.5% |
| Q2 2022 | $6,125,000 | -21.4% | 196,128 | -4.5% | 0.84% | -6.3% |
| Q1 2022 | $7,795,000 | -4.9% | 205,283 | +2.5% | 0.89% | -1.2% |
| Q4 2021 | $8,195,000 | +0.6% | 200,216 | +2.0% | 0.90% | -4.2% |
| Q3 2021 | $8,147,000 | +2.8% | 196,208 | +3.0% | 0.94% | +2.4% |
| Q2 2021 | $7,922,000 | +9.0% | 190,434 | +3.3% | 0.92% | +1.5% |
| Q1 2021 | $7,265,000 | +15.7% | 184,295 | +10.5% | 0.91% | +9.0% |
| Q4 2020 | $6,281,000 | +19.6% | 166,820 | +3.3% | 0.83% | +0.8% |
| Q3 2020 | $5,252,000 | +13.7% | 161,459 | +3.4% | 0.83% | +7.0% |
| Q2 2020 | $4,618,000 | -4.4% | 156,163 | -21.1% | 0.77% | -25.9% |
| Q1 2020 | $4,830,000 | -20.1% | 197,967 | +13.5% | 1.04% | +3.4% |
| Q4 2019 | $6,045,000 | +21.8% | 174,460 | +11.8% | 1.01% | +14.9% |
| Q3 2019 | $4,964,000 | +26.2% | 156,116 | +29.5% | 0.88% | +22.8% |
| Q2 2019 | $3,934,000 | +30.2% | 120,542 | +28.7% | 0.71% | +26.1% |
| Q1 2019 | $3,021,000 | +98.5% | 93,685 | +79.2% | 0.57% | +69.5% |
| Q4 2018 | $1,522,000 | +426.6% | 52,293 | +545.0% | 0.33% | +496.4% |
| Q3 2018 | $289,000 | +5680.0% | 8,107 | +5732.4% | 0.06% | +5500.0% |
| Q1 2018 | $5,000 | – | 139 | – | 0.00% | – |
Download | ||||||
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% |