SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 365 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,788 | -6.4% | 179,495 | -2.0% | 0.78% | -3.1% |
| Q2 2023 | $6,187 | -3.8% | 183,235 | -4.0% | 0.81% | -8.2% |
| Q1 2023 | $6,431 | +6.6% | 190,784 | -0.5% | 0.88% | -0.9% |
| Q4 2022 | $6,031 | -99.9% | 191,652 | +5.7% | 0.89% | +8.0% |
| Q3 2022 | $5,030,000 | +6.7% | 181,252 | +20.1% | 0.82% | +12.1% |
| Q2 2022 | $4,715,000 | -25.9% | 150,969 | -10.0% | 0.74% | -18.8% |
| Q1 2022 | $6,367,000 | +9.6% | 167,695 | +18.2% | 0.90% | +11.9% |
| Q4 2021 | $5,809,000 | +12.5% | 141,918 | +14.1% | 0.81% | +4.9% |
| Q3 2021 | $5,165,000 | -1.7% | 124,407 | -1.5% | 0.77% | -2.0% |
| Q2 2021 | $5,256,000 | +2.2% | 126,352 | -3.1% | 0.79% | -4.3% |
| Q1 2021 | $5,141,000 | +3.1% | 130,413 | -1.5% | 0.82% | -6.5% |
| Q4 2020 | $4,987,000 | +12.4% | 132,466 | -2.9% | 0.88% | -5.7% |
| Q3 2020 | $4,438,000 | +7.8% | 136,440 | -2.0% | 0.93% | +2.5% |
| Q2 2020 | $4,116,000 | -48.2% | 139,181 | -57.3% | 0.91% | -9.3% |
| Q1 2020 | $7,952,000 | +52.7% | 325,892 | +116.9% | 1.00% | -10.5% |
| Q4 2019 | $5,206,000 | -4.7% | 150,233 | -12.6% | 1.12% | -11.4% |
| Q3 2019 | $5,465,000 | +25.5% | 171,861 | +28.8% | 1.26% | +16.4% |
| Q2 2019 | $4,356,000 | +1.3% | 133,449 | +0.1% | 1.08% | -1.8% |
| Q1 2019 | $4,300,000 | +8.3% | 133,320 | -2.3% | 1.10% | -1.2% |
| Q4 2018 | $3,972,000 | -6.6% | 136,479 | +14.5% | 1.12% | +0.4% |
| Q3 2018 | $4,252,000 | +3.2% | 119,232 | +4.4% | 1.11% | +5.2% |
| Q2 2018 | $4,120,000 | +1.1% | 114,216 | +2.3% | 1.06% | +8.7% |
| Q1 2018 | $4,075,000 | +1.0% | 111,615 | +1.3% | 0.97% | -14.2% |
| Q4 2017 | $4,035,000 | – | 110,167 | – | 1.13% | – |
Download | ||||||
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% |