SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,659 | -4.5% | 10,284 | 0.0% | 0.12% | -5.6% |
| Q2 2023 | $347,291 | +0.2% | 10,284 | 0.0% | 0.13% | -4.5% |
| Q1 2023 | $346,674 | +7.1% | 10,284 | 0.0% | 0.13% | -5.0% |
| Q4 2022 | $323,637 | +13.6% | 10,284 | 0.0% | 0.14% | +10.3% |
| Q3 2022 | $285,000 | -11.2% | 10,284 | 0.0% | 0.13% | -9.4% |
| Q2 2022 | $321,000 | -17.7% | 10,284 | 0.0% | 0.14% | -27.2% |
| Q1 2022 | $390,000 | -7.4% | 10,284 | 0.0% | 0.19% | -2.6% |
| Q4 2021 | $421,000 | -1.4% | 10,284 | 0.0% | 0.20% | -7.5% |
| Q3 2021 | $427,000 | -0.2% | 10,284 | 0.0% | 0.21% | -6.6% |
| Q2 2021 | $428,000 | +5.7% | 10,284 | 0.0% | 0.23% | -10.6% |
| Q1 2021 | $405,000 | +4.7% | 10,284 | 0.0% | 0.25% | -4.9% |
| Q4 2020 | $387,000 | +14.5% | 10,284 | -1.0% | 0.27% | -4.6% |
| Q3 2020 | $338,000 | +10.1% | 10,387 | 0.0% | 0.28% | +4.5% |
| Q2 2020 | $307,000 | +21.3% | 10,387 | 0.0% | 0.27% | +4.7% |
| Q1 2020 | $253,000 | – | 10,387 | – | 0.26% | – |
Download | ||||||
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% |