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 | $42,384,623 | +5.0% | 1,314,252 | +10.0% | 3.48% | +4.4% |
| Q2 2023 | $40,355,517 | +10.1% | 1,195,011 | +9.9% | 3.33% | +0.9% |
| Q1 2023 | $36,657,244 | +110526.6% | 1,087,429 | +34.3% | 3.30% | +1.0% |
| Q4 2022 | $33,136 | -99.9% | 809,576 | -18.4% | 3.27% | +9.4% |
| Q3 2022 | $27,541,000 | -0.6% | 992,479 | +11.9% | 2.99% | +2.0% |
| Q2 2022 | $27,695,000 | -22.1% | 886,804 | -5.3% | 2.93% | -12.9% |
| Q1 2022 | $35,555,000 | +7.3% | 936,410 | +15.7% | 3.36% | +2.9% |
| Q4 2021 | $33,136,000 | +5.2% | 809,576 | +6.7% | 3.27% | -6.7% |
| Q3 2021 | $31,506,000 | +2.8% | 758,810 | +5.4% | 3.50% | +0.7% |
| Q2 2021 | $30,642,000 | +29.2% | 719,623 | +19.6% | 3.48% | +4.0% |
| Q1 2021 | $23,713,000 | +13.1% | 601,537 | +9.5% | 3.34% | +4.2% |
| Q4 2020 | $20,960,000 | +23.1% | 549,277 | +4.9% | 3.21% | -0.9% |
| Q3 2020 | $17,033,000 | +17.2% | 523,613 | +6.5% | 3.24% | +4.8% |
| Q2 2020 | $14,539,000 | +26.8% | 491,676 | +4.6% | 3.09% | +0.2% |
| Q1 2020 | $11,468,000 | -16.9% | 470,020 | +18.1% | 3.08% | -7.5% |
| Q4 2019 | $13,795,000 | +16.5% | 398,137 | +6.9% | 3.33% | +3.3% |
| Q3 2019 | $11,844,000 | +13.2% | 372,465 | +16.2% | 3.23% | +3.3% |
| Q2 2019 | $10,459,000 | +10.9% | 320,423 | +9.6% | 3.12% | -0.2% |
| Q1 2019 | $9,432,000 | +20.5% | 292,468 | +8.8% | 3.13% | +1.3% |
| Q4 2018 | $7,826,000 | +5.8% | 268,927 | +29.2% | 3.09% | +13.8% |
| Q3 2018 | $7,398,000 | +7.5% | 208,210 | +9.1% | 2.72% | -3.1% |
| Q2 2018 | $6,884,000 | +14.4% | 190,848 | +15.8% | 2.80% | +1.4% |
| Q1 2018 | $6,015,000 | +63.6% | 164,740 | +60.5% | 2.76% | +6.4% |
| Q4 2017 | $3,676,000 | 0.0% | 102,638 | 0.0% | 2.60% | 0.0% |
| Q3 2017 | $3,676,000 | +20.9% | 102,638 | +13.5% | 2.60% | +5.1% |
| Q2 2017 | $3,041,000 | +28.0% | 90,425 | +19.3% | 2.47% | +11.0% |
| Q1 2017 | $2,375,000 | +18.5% | 75,801 | +10.0% | 2.23% | +12.1% |
| Q4 2016 | $2,005,000 | – | 68,894 | – | 1.98% | – |
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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% |