SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 303 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,364 | +96023.5% | 2,027 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $68 | 0.0% | 2,027 | +0.0% | 0.03% | -9.1% |
| Q1 2023 | $68 | +28.3% | 2,026 | +20.2% | 0.03% | +22.2% |
| Q4 2022 | $53 | -99.9% | 1,686 | -16.7% | 0.03% | -6.9% |
| Q3 2022 | $56,000 | -11.1% | 2,024 | 0.0% | 0.03% | -6.5% |
| Q2 2022 | $63,000 | -18.2% | 2,024 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $77,000 | -7.2% | 2,024 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $83,000 | +1.2% | 2,024 | +2.7% | 0.03% | -11.4% |
| Q3 2021 | $82,000 | 0.0% | 1,971 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $82,000 | +5.1% | 1,971 | +0.1% | 0.03% | -10.5% |
| Q1 2021 | $78,000 | +5.4% | 1,970 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $74,000 | +2.8% | 1,970 | +0.1% | 0.04% | 0.0% |
| Q3 2020 | $72,000 | +24.1% | 1,969 | 0.0% | 0.04% | +5.6% |
| Q2 2020 | $58,000 | +9.4% | 1,969 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $53,000 | -22.1% | 1,969 | 0.0% | 0.04% | -18.2% |
| Q4 2019 | $68,000 | +7.9% | 1,969 | +0.2% | 0.04% | -2.2% |
| Q3 2019 | $63,000 | -1.6% | 1,966 | +0.1% | 0.04% | -4.3% |
| Q2 2019 | $64,000 | +1.6% | 1,965 | 0.0% | 0.05% | -4.1% |
| Q1 2019 | $63,000 | +10.5% | 1,965 | 0.0% | 0.05% | -2.0% |
| Q4 2018 | $57,000 | -8.1% | 1,965 | +0.1% | 0.05% | +16.3% |
| Q3 2018 | $62,000 | -12.7% | 1,963 | +0.3% | 0.04% | -4.4% |
| Q2 2018 | $71,000 | 0.0% | 1,958 | 0.0% | 0.04% | -10.0% |
| Q1 2018 | $71,000 | -1.4% | 1,958 | 0.0% | 0.05% | -12.3% |
| Q4 2017 | $72,000 | – | 1,958 | – | 0.06% | – |
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% |