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 | $2,225,040 | -10.9% | 68,993 | -6.0% | 0.94% | -5.5% |
| Q2 2023 | $2,498,269 | -9.0% | 73,372 | -9.8% | 0.99% | -2.7% |
| Q1 2023 | $2,746,604 | +8.7% | 81,358 | +1.4% | 1.02% | +5.4% |
| Q4 2022 | $2,525,711 | +65.0% | 80,258 | +45.5% | 0.97% | +54.5% |
| Q3 2022 | $1,531,000 | -11.1% | 55,175 | +0.0% | 0.63% | -4.3% |
| Q2 2022 | $1,723,000 | -32.9% | 55,171 | -18.4% | 0.66% | -25.3% |
| Q1 2022 | $2,568,000 | -57.5% | 67,625 | -54.2% | 0.88% | -56.8% |
| Q4 2021 | $6,049,000 | -4.9% | 147,782 | -3.5% | 2.03% | -3.3% |
| Q3 2021 | $6,362,000 | -2.2% | 153,215 | -2.0% | 2.10% | +3.9% |
| Q2 2021 | $6,505,000 | +20.1% | 156,361 | +13.8% | 2.02% | +19.9% |
| Q1 2021 | $5,416,000 | -7.9% | 137,403 | -12.1% | 1.69% | -6.6% |
| Q4 2020 | $5,883,000 | +10.1% | 156,256 | -4.8% | 1.81% | +10.6% |
| Q3 2020 | $5,342,000 | -11.7% | 164,203 | -19.7% | 1.63% | -1.0% |
| Q2 2020 | $6,050,000 | +7.1% | 204,583 | -11.6% | 1.65% | +0.8% |
| Q1 2020 | $5,649,000 | -31.2% | 231,508 | -2.3% | 1.64% | -9.9% |
| Q4 2019 | $8,215,000 | +52.4% | 237,075 | +39.8% | 1.82% | +34.1% |
| Q3 2019 | $5,392,000 | -18.3% | 169,563 | -16.1% | 1.36% | -4.3% |
| Q2 2019 | $6,596,000 | -0.6% | 201,989 | -1.8% | 1.42% | -2.5% |
| Q1 2019 | $6,634,000 | +12.0% | 205,710 | +1.1% | 1.45% | +7.6% |
| Q4 2018 | $5,921,000 | – | 203,467 | – | 1.35% | – |
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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% |