SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,748 | -11.7% | 135,965 | -18.5% | 0.26% | -12.3% |
| Q3 2023 | $5,379 | -4.5% | 166,785 | 0.0% | 0.29% | -2.0% |
| Q2 2023 | $5,632 | +0.2% | 166,785 | 0.0% | 0.30% | -3.9% |
| Q1 2023 | $5,622 | +7.1% | 166,785 | 0.0% | 0.31% | -0.3% |
| Q4 2022 | $5,249 | -99.9% | 166,785 | +6.4% | 0.31% | +6.1% |
| Q3 2022 | $4,351,000 | -11.1% | 156,785 | 0.0% | 0.29% | -10.9% |
| Q2 2022 | $4,896,000 | -13.8% | 156,785 | +4.9% | 0.33% | -7.8% |
| Q1 2022 | $5,677,000 | -7.2% | 149,510 | 0.0% | 0.36% | -8.2% |
| Q4 2021 | $6,119,000 | -1.2% | 149,510 | 0.0% | 0.39% | -4.7% |
| Q3 2021 | $6,194,000 | -0.4% | 149,510 | 0.0% | 0.41% | -1.4% |
| Q2 2021 | $6,220,000 | +5.5% | 149,510 | 0.0% | 0.41% | -2.1% |
| Q1 2021 | $5,894,000 | +4.7% | 149,510 | 0.0% | 0.42% | -3.2% |
| Q4 2020 | $5,629,000 | +8.2% | 149,510 | -6.5% | 0.44% | -1.4% |
| Q3 2020 | $5,200,000 | +11.8% | 159,865 | +1.6% | 0.44% | -23.8% |
| Q2 2020 | $4,651,000 | – | 157,284 | – | 0.58% | – |
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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% |