SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,408,428 | -5.3% | 942,897 | -0.8% | 4.34% | -1.0% |
| Q2 2023 | $32,103,991 | -4.4% | 950,666 | -4.5% | 4.39% | -13.0% |
| Q1 2023 | $33,567,811 | +7.8% | 995,782 | +0.6% | 5.04% | -5.4% |
| Q4 2022 | $31,142,083 | +90.2% | 989,580 | +67.7% | 5.33% | +138.0% |
| Q3 2022 | $16,371,000 | -35.2% | 589,969 | -27.1% | 2.24% | -56.4% |
| Q2 2022 | $25,274,000 | -10.8% | 809,307 | +8.4% | 5.14% | +8.1% |
| Q1 2022 | $28,349,000 | -4.3% | 746,604 | +3.2% | 4.75% | -1.0% |
| Q4 2021 | $29,610,000 | +1.2% | 723,422 | +2.6% | 4.80% | -15.7% |
| Q3 2021 | $29,270,000 | +36.1% | 704,976 | +36.4% | 5.69% | +36.4% |
| Q2 2021 | $21,499,000 | +21.3% | 516,798 | +14.9% | 4.17% | +1.1% |
| Q1 2021 | $17,726,000 | +16.2% | 449,668 | +10.9% | 4.13% | -0.2% |
| Q4 2020 | $15,259,000 | +43.5% | 405,289 | +24.0% | 4.14% | -0.5% |
| Q3 2020 | $10,631,000 | +5.8% | 326,806 | -3.9% | 4.16% | +14.3% |
| Q2 2020 | $10,052,000 | – | 339,934 | – | 3.64% | – |
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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% |