SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,626 | -4.7% | 27,616 | -0.2% | 0.12% | -1.7% |
| Q2 2023 | $934,249 | -1.6% | 27,665 | -1.8% | 0.12% | -8.5% |
| Q1 2023 | $949,539 | +3.4% | 28,168 | -3.5% | 0.13% | -2.3% |
| Q4 2022 | $918,228 | +8.4% | 29,178 | -4.4% | 0.13% | +2.3% |
| Q3 2022 | $847,000 | -11.9% | 30,521 | -0.8% | 0.13% | +6.6% |
| Q2 2022 | $961,000 | -15.1% | 30,764 | +3.2% | 0.12% | -6.9% |
| Q1 2022 | $1,132,000 | -8.0% | 29,813 | -0.8% | 0.13% | -3.7% |
| Q4 2021 | $1,230,000 | -2.0% | 30,059 | -0.6% | 0.14% | -10.6% |
| Q3 2021 | $1,255,000 | -2.5% | 30,237 | -2.3% | 0.15% | -2.6% |
| Q2 2021 | $1,287,000 | +5.6% | 30,945 | +0.0% | 0.16% | -3.7% |
| Q1 2021 | $1,219,000 | +5.0% | 30,931 | +0.3% | 0.16% | -1.2% |
| Q4 2020 | $1,161,000 | +19.7% | 30,831 | +3.4% | 0.16% | +5.2% |
| Q3 2020 | $970,000 | +13.8% | 29,818 | +3.5% | 0.16% | +5.4% |
| Q2 2020 | $852,000 | +28.1% | 28,799 | +5.6% | 0.15% | +2.8% |
| Q1 2020 | $665,000 | -46.4% | 27,266 | -23.8% | 0.14% | -31.2% |
| Q4 2019 | $1,240,000 | +10.7% | 35,794 | +1.6% | 0.21% | -1.0% |
| Q3 2019 | $1,120,000 | -5.0% | 35,235 | -2.4% | 0.21% | -12.5% |
| Q2 2019 | $1,179,000 | -2.2% | 36,110 | -3.3% | 0.24% | +15.9% |
| Q1 2019 | $1,205,000 | +13.5% | 37,358 | +2.3% | 0.21% | -5.5% |
| Q4 2018 | $1,062,000 | -15.0% | 36,504 | +4.2% | 0.22% | +3.3% |
| Q3 2018 | $1,250,000 | +0.5% | 35,047 | +1.6% | 0.21% | -5.4% |
| Q2 2018 | $1,244,000 | -3.0% | 34,479 | -1.8% | 0.22% | -4.7% |
| Q1 2018 | $1,282,000 | -10.8% | 35,101 | -10.5% | 0.24% | -10.6% |
| Q4 2017 | $1,437,000 | – | 39,224 | – | 0.26% | – |
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% |