SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 328 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,023 | +275.0% | 1,520 | +292.8% | 0.01% | +300.0% |
| Q2 2023 | $13,072 | +2.4% | 387 | +2.1% | 0.00% | -33.3% |
| Q1 2023 | $12,770 | +7.1% | 379 | 0.0% | 0.00% | -40.0% |
| Q4 2022 | $11,921 | +19.2% | 379 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | -41.2% | 378 | -30.0% | 0.01% | -37.5% |
| Q2 2022 | $17,000 | +750.0% | 540 | +900.0% | 0.01% | +700.0% |
| Q1 2022 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 54 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -50.0% | 53 | -45.9% | 0.00% | -66.7% |
| Q1 2021 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 98 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 97 | -3.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $2,000 | -50.0% | 100 | -11.5% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | – | 113 | – | 0.00% | – |
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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% |