SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,806 | -4.5% | 118 | 0.0% | 0.00% | – |
| Q2 2023 | $3,985 | -63.4% | 118 | -63.5% | 0.00% | -100.0% |
| Q1 2023 | $10,888 | +7.1% | 323 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,165 | +238.8% | 323 | +173.7% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 118 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 118 | +90.3% | 0.00% | – |
| Q1 2022 | $2,000 | -60.0% | 62 | -49.2% | 0.00% | – |
| Q4 2021 | $5,000 | +150.0% | 122 | +159.6% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | -71.4% | 47 | -75.4% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | -12.5% | 191 | -25.1% | 0.00% | -50.0% |
| Q3 2020 | $8,000 | +166.7% | 255 | +129.7% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | +200.0% | 111 | +217.1% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $1,000 | – | 35 | +52.2% | 0.00% | – |
| Q1 2019 | $0 | – | 23 | +130.0% | 0.00% | – |
| Q4 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 10 | -94.1% | 0.00% | -100.0% |
| Q1 2018 | $6,000 | 0.0% | 170 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $6,000 | 0.0% | 170 | +6.2% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | – | 160 | – | 0.00% | – |
Download | ||||||
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% |