SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $232,000 | -94.2% | 5,744 | -94.0% | 0.10% | -95.0% |
| Q3 2021 | $3,971,000 | -45.9% | 95,805 | -46.0% | 2.10% | -37.9% |
| Q2 2021 | $7,334,000 | +1009.5% | 177,363 | +999.9% | 3.38% | +919.6% |
| Q1 2021 | $661,000 | +227.2% | 16,125 | +204.2% | 0.33% | +172.1% |
| Q4 2020 | $202,000 | -95.7% | 5,300 | -95.9% | 0.12% | -97.4% |
| Q2 2018 | $4,720,000 | 0.0% | 130,855 | +1.2% | 4.61% | -10.0% |
| Q1 2018 | $4,720,000 | +143.9% | 129,274 | +144.7% | 5.12% | +174.2% |
| Q4 2017 | $1,935,000 | +588.6% | 52,827 | +573.7% | 1.87% | +646.8% |
| Q3 2017 | $281,000 | – | 7,841 | – | 0.25% | – |
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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% |