SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 367 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $75,409 | -31.4% | 2,237 | -35.9% | 0.00% | -100.0% |
| Q4 2022 | $109,862 | +1120.7% | 3,491 | +984.2% | 0.00% | – |
| Q3 2022 | $9,000 | -50.0% | 322 | -24.4% | 0.00% | – |
| Q3 2021 | $18,000 | -95.1% | 426 | -95.2% | 0.00% | -100.0% |
| Q2 2021 | $367,000 | -68.7% | 8,816 | -70.4% | 0.00% | -78.9% |
| Q1 2021 | $1,174,000 | -67.3% | 29,775 | -73.0% | 0.02% | -62.7% |
| Q3 2020 | $3,585,000 | +176.2% | 110,208 | +151.0% | 0.05% | +168.4% |
| Q2 2020 | $1,298,000 | +5800.0% | 43,900 | +4794.1% | 0.02% | +1800.0% |
| Q1 2020 | $22,000 | – | 897 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 824,796 | $27,853,361 | 8.68% |
| Morton Brown Family Wealth, LLC | 321,451 | $10,855,408 | 5.80% |
| ACT WEALTH MANAGEMENT, LLC | 256,993 | $8,678,661 | 4.88% |
| Strategic Financial Planning, Inc. | 152,947 | $5,165,019 | 4.57% |
| Johnson Financial Group, LLC | 950,666 | $32,103,991 | 4.39% |
| JFG Wealth Management, LLC | 335,757 | $11,338,514 | 3.48% |
| McAdam, LLC | 1,195,011 | $40,355,517 | 3.33% |
| Kathleen S. Wright Associates Inc. | 147,390 | $4,977,369 | 3.17% |
| Brand Asset Management Group, Inc. | 176,345 | $5,955,170 | 2.84% |
| Upper Left Wealth Management, LLC | 74,402 | $2,512,556 | 2.79% |