SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,772 | +6.5% | 272 | +11.5% | 0.00% | – |
| Q2 2023 | $8,240 | -43.9% | 244 | -44.0% | 0.00% | – |
| Q1 2023 | $14,698 | +91.4% | 436 | +78.7% | 0.00% | – |
| Q4 2022 | $7,679 | +156.0% | 244 | +100.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 122 | +29.8% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 94 | -20.3% | 0.00% | – |
| Q1 2022 | $4,000 | -42.9% | 118 | -35.5% | 0.00% | – |
| Q4 2021 | $7,000 | -12.5% | 183 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | +60.0% | 183 | +38.6% | 0.00% | – |
| Q2 2021 | $5,000 | -100.0% | 132 | -52.2% | 0.00% | – |
| Q1 2021 | $10,880,000 | +217500.0% | 276 | +100.0% | 0.00% | – |
| Q4 2020 | $5,000 | +66.7% | 138 | +74.7% | 0.00% | – |
| Q3 2020 | $3,000 | – | 79 | +1216.7% | 0.00% | – |
| Q4 2019 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 6 | -99.4% | 0.00% | -100.0% |
| Q3 2018 | $34,000 | 0.0% | 946 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $34,000 | +1033.3% | 946 | +846.0% | 0.00% | – |
| Q2 2017 | $3,000 | +50.0% | 100 | +38.9% | 0.00% | – |
| Q1 2017 | $2,000 | – | 72 | – | 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% |