SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,960 | -5.9% | 7,999 | -1.5% | 0.11% | -1.8% |
| Q2 2023 | $274,137 | -1.1% | 8,118 | -1.3% | 0.11% | -6.8% |
| Q1 2023 | $277,278 | +6.7% | 8,225 | -0.4% | 0.12% | 0.0% |
| Q4 2022 | $259,766 | +13.4% | 8,254 | +0.0% | 0.12% | +8.3% |
| Q3 2022 | $229,000 | -22.6% | 8,250 | -12.8% | 0.11% | -23.2% |
| Q2 2022 | $296,000 | -17.5% | 9,464 | 0.0% | 0.14% | -6.6% |
| Q1 2022 | $359,000 | -7.9% | 9,464 | -0.6% | 0.15% | -6.2% |
| Q4 2021 | $390,000 | -3.2% | 9,523 | -1.8% | 0.16% | -12.4% |
| Q3 2021 | $403,000 | -2.9% | 9,702 | -2.7% | 0.18% | -5.1% |
| Q2 2021 | $415,000 | +1.7% | 9,976 | -3.6% | 0.20% | -9.7% |
| Q1 2021 | $408,000 | -3.5% | 10,352 | -7.9% | 0.22% | -10.4% |
| Q4 2020 | $423,000 | +12.5% | 11,239 | -2.6% | 0.24% | +2.6% |
| Q3 2020 | $376,000 | +6.5% | 11,544 | -3.2% | 0.24% | -1.7% |
| Q2 2020 | $353,000 | +14.6% | 11,929 | -5.4% | 0.24% | -4.0% |
| Q1 2020 | $308,000 | -28.9% | 12,616 | +0.9% | 0.25% | -17.3% |
| Q4 2019 | $433,000 | +24.1% | 12,509 | +14.0% | 0.30% | +15.3% |
| Q3 2019 | $349,000 | +12.2% | 10,972 | +15.2% | 0.26% | +9.2% |
| Q2 2019 | $311,000 | +11.9% | 9,522 | +10.3% | 0.24% | +7.7% |
| Q1 2019 | $278,000 | +28.7% | 8,629 | +16.1% | 0.22% | +18.7% |
| Q4 2018 | $216,000 | – | 7,433 | – | 0.19% | – |
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% |