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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,474,706 | +22.6% | 43,670 | +22.4% | 0.44% | +10.7% |
| Q1 2023 | $1,202,718 | +7.1% | 35,679 | 0.0% | 0.40% | -3.6% |
| Q4 2022 | $1,122,801 | +3.8% | 35,679 | -8.6% | 0.42% | -18.6% |
| Q3 2022 | $1,082,000 | -22.1% | 39,041 | -12.2% | 0.51% | -27.1% |
| Q2 2022 | $1,389,000 | -19.3% | 44,484 | -1.9% | 0.70% | -20.6% |
| Q1 2022 | $1,722,000 | -9.9% | 45,349 | -2.8% | 0.88% | -19.7% |
| Q4 2021 | $1,911,000 | -1.9% | 46,678 | -0.6% | 1.10% | -31.2% |
| Q3 2021 | $1,949,000 | -8.3% | 46,950 | -8.1% | 1.60% | -11.6% |
| Q2 2021 | $2,125,000 | +2.0% | 51,076 | -3.4% | 1.81% | -24.0% |
| Q1 2021 | $2,083,000 | -28.8% | 52,851 | -32.0% | 2.38% | -25.6% |
| Q4 2020 | $2,927,000 | -61.9% | 77,732 | -67.1% | 3.20% | -4.7% |
| Q3 2020 | $7,690,000 | +48.2% | 236,214 | +34.6% | 3.36% | -8.1% |
| Q2 2020 | $5,188,000 | -11.7% | 175,471 | -27.1% | 3.65% | +0.8% |
| Q1 2020 | $5,876,000 | -59.0% | 240,540 | -41.8% | 3.62% | -13.6% |
| Q4 2019 | $14,323,000 | +9.6% | 413,589 | +0.6% | 4.19% | +3.7% |
| Q3 2019 | $13,071,000 | -2.4% | 411,047 | +0.2% | 4.04% | -1.3% |
| Q2 2019 | $13,391,000 | +1.9% | 410,103 | +0.6% | 4.09% | -0.1% |
| Q1 2019 | $13,147,000 | +7.2% | 407,594 | -3.3% | 4.10% | -1.4% |
| Q4 2018 | $12,268,000 | -22.2% | 421,563 | -4.7% | 4.16% | -12.1% |
| Q3 2018 | $15,765,000 | -12.0% | 442,217 | -10.9% | 4.73% | -14.5% |
| Q2 2018 | $17,912,000 | -9.6% | 496,553 | -8.5% | 5.53% | -11.7% |
| Q1 2018 | $19,814,000 | +33.9% | 542,748 | +34.4% | 6.26% | +30.1% |
| Q4 2017 | $14,797,000 | – | 403,916 | – | 4.81% | – |
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% |