SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 364 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $57 | -99.9% | 1,815 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $50,000 | -12.3% | 1,815 | 0.0% | 0.04% | -10.3% |
| Q2 2022 | $57,000 | -17.4% | 1,815 | 0.0% | 0.04% | -7.1% |
| Q1 2022 | $69,000 | -6.8% | 1,815 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $74,000 | -1.3% | 1,815 | 0.0% | 0.04% | -8.7% |
| Q3 2021 | $75,000 | 0.0% | 1,815 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $75,000 | +4.2% | 1,815 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $72,000 | +5.9% | 1,815 | 0.0% | 0.05% | -4.0% |
| Q4 2020 | $68,000 | +15.3% | 1,815 | 0.0% | 0.05% | -3.8% |
| Q3 2020 | $59,000 | +9.3% | 1,815 | 0.0% | 0.05% | +6.1% |
| Q2 2020 | $54,000 | +22.7% | 1,815 | 0.0% | 0.05% | +11.4% |
| Q1 2020 | $44,000 | -30.2% | 1,815 | 0.0% | 0.04% | -8.3% |
| Q4 2019 | $63,000 | +12.5% | 1,815 | +2.8% | 0.05% | +4.3% |
| Q3 2019 | $56,000 | -1.8% | 1,765 | +0.5% | 0.05% | -4.2% |
| Q2 2019 | $57,000 | 0.0% | 1,756 | 0.0% | 0.05% | -2.0% |
| Q1 2019 | $57,000 | +11.8% | 1,756 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $51,000 | -16.4% | 1,756 | +2.5% | 0.05% | -9.3% |
| Q3 2018 | $61,000 | +3.4% | 1,714 | +5.6% | 0.05% | +1.9% |
| Q2 2018 | $59,000 | 0.0% | 1,623 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $59,000 | 0.0% | 1,623 | +0.1% | 0.05% | +8.2% |
| Q4 2017 | $59,000 | – | 1,622 | – | 0.05% | – |
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% |