SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,272 | -7.1% | 103 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,523 | -70.9% | 103 | -71.1% | 0.00% | -66.7% |
| Q1 2023 | $12,104 | -90.9% | 356 | -91.6% | 0.00% | -89.7% |
| Q4 2022 | $133,024 | -5.0% | 4,227 | -16.3% | 0.03% | -12.1% |
| Q3 2022 | $140,000 | -25.5% | 5,053 | -16.3% | 0.03% | -21.4% |
| Q2 2022 | $188,000 | -21.7% | 6,038 | -4.3% | 0.04% | -10.6% |
| Q1 2022 | $240,000 | -79.1% | 6,309 | -77.5% | 0.05% | -78.4% |
| Q4 2021 | $1,147,000 | -1.8% | 28,026 | -0.4% | 0.22% | -4.0% |
| Q3 2021 | $1,168,000 | +599.4% | 28,126 | +602.3% | 0.23% | +587.9% |
| Q2 2021 | $167,000 | +6.4% | 4,005 | +0.4% | 0.03% | -5.7% |
| Q1 2021 | $157,000 | +4.7% | 3,990 | -13.7% | 0.04% | -2.8% |
| Q3 2020 | $150,000 | +3.4% | 4,626 | -5.4% | 0.04% | -5.3% |
| Q2 2020 | $145,000 | +22.9% | 4,892 | +1.3% | 0.04% | +15.2% |
| Q1 2020 | $118,000 | +268.8% | 4,828 | +423.1% | 0.03% | +312.5% |
| Q4 2019 | $32,000 | – | 923 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 677,322 | $22,832,522 | 8.86% |
| Morton Brown Family Wealth, LLC | 285,054 | $9,609,178 | 5.73% |
| Johnson Financial Group, LLC | 995,782 | $33,567,811 | 5.04% |
| ACT WEALTH MANAGEMENT, LLC | 242,757 | $8,183,336 | 4.87% |
| Strategic Financial Planning, Inc. | 157,219 | $5,299,849 | 4.84% |
| JFG Wealth Management, LLC | 361,825 | $12,197,121 | 4.16% |
| McAdam, LLC | 1,087,429 | $36,657,244 | 3.30% |
| Kathleen S. Wright Associates Inc. | 147,082 | $4,958,148 | 3.26% |
| Brand Asset Management Group, Inc. | 181,281 | $6,110,997 | 3.08% |
| Vise Technologies, Inc. | 337,078 | $11,362,899 | 2.99% |