SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $373,000 | +6.6% | 9,105 | +8.1% | 0.02% | -4.8% |
Q3 2021 | $350,000 | +7.0% | 8,426 | +7.2% | 0.02% | +10.5% |
Q2 2021 | $327,000 | +5.5% | 7,862 | +0.1% | 0.02% | -9.5% |
Q1 2021 | $310,000 | +20.6% | 7,858 | +15.3% | 0.02% | +10.5% |
Q4 2020 | $257,000 | -2.3% | 6,814 | -15.8% | 0.02% | -17.4% |
Q3 2020 | $263,000 | +4.8% | 8,088 | -4.6% | 0.02% | -8.0% |
Q2 2020 | $251,000 | -54.4% | 8,482 | -49.8% | 0.02% | -65.3% |
Q2 2019 | $551,000 | – | 16,890 | – | 0.07% | – |
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% |